Broker Check

“As a business owner myself, I understand the importance of outsourcing tasks, so I have more time to work on my business. I love helping businesses with their financial to-do list so they have time to work on what they’re truly passionate about.” 

 - Melissa Thompson, ChFC® Accrue Financial Services

Client Centered

When most people start a business, they know there will be things like taxes and insurance to take care of. At Accrue Financial Services, we’re dedicated to not only helping you with the obvious tasks…we also consider other things that should be done to ensure your business is successful. Things like:

  • Employer-owned life insurance
  • Key employee life insurance
  • Business succession
  • Executive bonus arrangements
  • Split-dollar life insurance
  • Deferred compensation arrangements
  • Group-term life and Group Carve-Out
  • Cafeteria plans
  • Salary Continuation Plans (sick pay)
  • Business overhead expense through disability insurance

Your business is your life

Accrue Financial Services recognizes that when it comes to your business, your worries don’t stop when you walk out the door at the end of the day. You might be concerned about things like succession planning, personal retirement, estate planning, and understanding the Employee Retirement Income Security Act (ERISA).

That’s why Accrue Financial Services takes a holistic approach when it comes to your financial planning. We understand that success lies in the details, but we also know how crucial it is to take the big picture into account. Melissa Thompson, ChFC® is passionate about helping businesses in the Denver and Castle Rock, CO communities. I am also licensed to conduct investment advisory business in Wyoming and Arizona and can assist clients via web conferencing for their convenience.

Your business is personal. We’ll treat it that way.