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Strategic Resources

Because Scott Cash Thompson, CFP® is independent, he has the ability to work with hundreds of different insurance companies, mutual funds and other research/investment/retirement companies that may not be available to other advisors in the financial planning arena. Below are just a few of the many companies that we work with to help our client’s pursue their goals.




CFP Board

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non- profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification.

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

For more info see https://www.cfp.net/about-cfp- board/about-cfp- board/mission-and- objectives




LPL Financial

As the nation’s leading independent broker-dealer*, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 14,000 financial advisors and approximately 700 financial institutions. We also support more than 4,000 other financial advisors with customized clearing solutions, advisory platforms, and technology.

For more info see https://lplfinancial.lpl.com/about-Us/what- we-do.html





InvestmentView – Thomson Reuters

InvestmentView is one of the most powerful solutions bringing together the research and tools to create comprehensive strategies and presentations.




CFRA

As one of the world's leading independent research firms, CFRA provides differentiated and actionable analysis for our global subscribers to improve their investment and business decision-making.




Financial Planning Association

The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS™, educators, financial services professionals, students and more; FPA is compensation neutral and represents those from diverse backgrounds and business models. FPA's unique network of nationwide chapters encourage professional development and networking on a local level.