THE YEARS BEFORE RETIREMENT MATTER MOST
Guiding you through your financial journey.
Retirement income and tax planning for professionals 5–10 years from retirement.
You’ve spent decades building your retirement savings. Now the goal shifts to turning those assets into a reliable paycheck you can count on. One that’s structured to be tax‑smart, flexible, and aligned with how you actually want to live in retirement.
“...Patrick has been my financial advisor for over 15 years. His honesty, collaboration, communication, and strategic vision have consistently driven my portfolio to new heights”
- Jeff S., Laguna Niguel, CA
“...Patrick has managed my investments for years, always listening to my goals and concerns. He is thoughtful, strategic, and a trusted partner I highly recommend!”
- Elizabeth L., Phoenix, AZ.
“...Laser-focused on my ambitions and financial success, Patrick took the time to understand my business goals, investment style, and vision for retirement. Thanks to his guidance, my portfolio has exceeded expectations.”
- Kathleen K., Norman, OK.
Testimonials are provided by current clients. They are unpaid, may not be representative of all clients, and are not a guarantee of future performance or success.
GUIDING YOUR WEALTH
TOWARD YOUR DESTINATION.
I’m Patrick Thompson, Accredited Wealth Management Advisor™, and I’ve spent over 18 years guiding pre-retirees toward financial clarity as they approach retirement.
As your fiduciary advisor, my job is to navigate the terrain, carry the complexity, and help you turn your savings into a tax-smart retirement paycheck so you can focus on living the life you’re working hard to build.
Every step we take together is intentional, and every route is carefully planned to move you toward your retirement goals with clarity and confidence. Whether you’re in nearby Dana Point or across the country. I’m here to chart your path through the last 5-10 working years and beyond.
If you’ve got 20 minutes and want to see what a clear retirement income and tax plan could look like for you, let’s hop on a call to see if we’re a good fit.
THE SENTIENT APPROACH
Over the years, I’ve learned that true financial success isn’t achieved by following a generic map, it’s built by charting your own path into and through retirement.
The Sentient Approach is the framework I’ve refined through decades of guiding pre-retirees toward a clear retirement income and tax plan. I study the landscape ahead, anticipate the obstacles, and choose the path that supports the life you actually want.
Together, we’ll navigate changing markets, evolving tax rules, and adjust to life’s terrain, making confident decisions at every turn in the last 5-10 years before retirement and beyond. With The Sentient Approach, you’ll never walk the path alone.