Herman (Tommy) Thompson, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Herman (Tommy) Thompson, Jr. CFP®

ChSNC®, ChFC®

Financial Planner

Innovative Financial Group

3520 Old Milton Pkwy
Alpharetta, GA 30005-4459
FINANCIAL ADVISOR'S WEBSITE
(678) 338-4371 CONNECT WITH Herman
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General

Herman Thompson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Innovative Financial Group in Alpharetta, GA and the surrounding communities.

Financial Advisor Overview

Herman (Tommy) Thompson, Jr., CFP®, ChSNC®, ChFC® is a Financial Planner with Innovative Financial Group in Alpharetta, GA. Tommy has been an investment professional for over 20 years, helping individuals and families achieve their financial goals through comprehensive planning and investment management. Tommy specializes in wealth management strategy, financial planning, insurance needs analysis and special needs planning. In addition, Tommy is a personal financial resource for media outlets. His advice has been featured on Forbes, WSJ, U.S. News & World Report, Consumer Reports, and additional publications. Whether you’re planning for retirement, saving for your children’s education, or addressing the long-term support of a loved one with special needs, Tommy will be there to guide you every step of the way.

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Financial Advisor Experience

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) | Chartered Special Needs Consultant® (ChSNC®) | Chartered Financial Consultant® (ChFC®) | Member of The Financial Planning Association® | Member of The Academy of Special Needs Planners®

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - ChSNC®

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. (678) 338-4400.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources