Herman (Tommy)  Thompson  Jr., CFP®, ChSNC®, ChFC®

Herman (Tommy) Thompson Jr., CFP®, ChSNC®, ChFC®

Financial Advisor

Member

Team

PowerLinks Certificate 11/01/2009
7-Minute Presentation Workshop 09/21/2020
Filling the Filing Cabinet Workshop 08/17/2020
GateOpener Workshop 07/20/2020
Best Client Workshop 06/15/2020
InfoMinute Seminar 11/19/2012
Orientation Essentials 10/06/2004

Development

Innovative Financial Group

Innovative Financial Group

678-338-4371

3520 Old Milton Parkway
Alpharetta, GA 30005

Website

Company

Endorsement Letters I've Received

Financial Services | Investment

Financial Advisor

Financial Plans

Retirement Plans

Annuities

Managed Money

IRAs

Filing Cabinet

North Gwinnett Team

Introduced by:

Dan Barber

Dan Barber

Joined on 10/01/2004

Leadership

TeamCoOrdinator 08/05/2022
ParticipationCoOrdinator
VisitorCoOrdinator
MembershipCoOrdinator 04/01/2021
MentorCoOrdinator
Hand Pin 12/07/2021

Membership

15-year Pin 10/08/2019
10-year Pin 10/14/2014
5-year Pin 05/11/2010
3-year Pin 08/01/2007

Team

Gold Star Pin 09/15/2009

Members I've Invited

Lisa DeLong

Lisa DeLong

Jan Pierce

Jan Pierce

Chuck Grennor

Chuck Grennor

Lynn Blackburn

Lynn Blackburn

Sharon Harrison

Sharon Harrison

Sponsorship

For my financial planning clients, I prepare a real-time projection of their long-term finanical plan. This is done on the computer so that we can run what-if scenarios and adjust the plan for any life changes that have happened since our last meeting. The ability to actually see the consequences of different financial decisions is powerful for visual learners. It is also an excellent way to help my clients keep focused on the big goals instead of being distracted by short-term stock market noise.

Referral Trigger Response