Pam Thompson
Pam Thompson

Pam Thompson

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds in about 3 hours

Introduction: Our goal is to Educate people to give them confidence in understanding their finances. Our educational process gives people the knowledge to understand where they are in life financially, what options are available to them and know how to successfully reach their financial goals in life without losing. There should never be a worry about running out of money in retirement or thinking it's too late to get started. Millionaire's #1 rule: Never close Money. Then why would we as Middle Americans lose? From our free educational events Money 101 and Wine Women & Wealth to helping clients with consultations for everything from budgeting to investment and retirement planning, our company never charges for what we do. We truly believe that the more financial education a person has, the better decisions will be made and they can pass on generational wealth rather than debt. Would love to speak with you!
Overview

Hired 2 times

Serves Oklahoma City, OK

Background checked

1 employee

2 years in business

Social media

Facebook, Instagram

Featured Projects

2 photos

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

7 reviews

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Read reviews that mention:


Badar A.

Personal Financial Planning

I have had over three meetings with Pam. I learned through them about the basics of investments and indexed accounts. I joined their money 101 class, and it was fun and full of contents. I was never changed for any of the service she gave and not even for the class I joined. Pam provided me an amazing financial plan for retirement and helped me getting through the procedure even though I wasn’t lucky with my visa type. She is professional and very responsive and organised in setting up meetings. I would absolutely recommend her.
Sep 18, 2020
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Verified
Evonne B.

Me and my husband love working with Pam. She is always happy to answer our questions and explain things as many times as needed. We have been very happy with the quality of their service offerings and plan to use her for the long haul!
May 11, 2021
Shaidiron T.

My experience with Pam has been wonderful ever since I was first introduced to Pam by her husband. Pam has helped me get the insurance I need and she even took her time to carefully explain everything to me. She even helped me with questions that was regarding my 401k, she helped me put the right amount I needed to contribute that way I wouldn’t lose a lot if something happened get happened. Bottom line she’s been a wonderful help to me this far and I shall continue to depend on her for when I do have questions about my insurance.
Apr 12, 2021
Jody H.

I loved working with Pam to find affordable Life Insurnace for me since I was self employed. Pam worked tirelessly to find me the rights policy with my health concerns.
Apr 11, 2021
Angelina M.

Personal Financial Planning

Very very helpful and still helping me through this process! Thank you Pam!
Mar 18, 2021
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Verified
Credentials
Background Check

Pamela D Ralls

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    We never charge for anything we do. at Five Rings Financial we believe people are inherently intelligent and with proper financial education and insight into concepts they have never heard before, they can make much more intelligent decisions to change the course of their future and their families future. We love people and helping them build & preserve their wealth.

  • What is your typical process for working with a new customer?

    Education, analysis of their situation and goals, explaining how their current finances and products are working for them and what part they play in retirement as well as pinpointing any gaps that could keep them from retiring at their goal date.

  • What education and/or training do you have that relates to your work?

    Trained and personally Mentored by multiple Executive Vice Presidents in our company with 20 years of experience in their field.

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