“Thompson Wealth Management and Life Planning, Inc. is led by John Thompson, the managing principal and senior financial advisor. He graduated from the University of South Alabama with a Bachelor of Science in Finance and is a partner of the Financial Planning Association. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Life Underwriter, Certified Estate and Trust Specialist, Certified Fund Specialist, and Chartered Financial Consultant designations. The Thompson Wealth Management and Life Planning, Inc. team is dedicated to providing individualized quality service, advice, and education to help clients understand, identify, and potentially obtain their individual goals and objectives by building lifelong relationships based on trust and confidence. They strive to be the sole financial information resource for their clients. They are committed to ongoing communication, client educational events, planning sessions, and reviews. The team helps manage you through a questionnaire to define the proper asset allocation and investment mix.”
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