Thompson Planning Group
Financial Services - Charlotte, North Carolina, United States
Thompson Planning Group Employees
Thompson Planning Group Details
Thompson Planning Group, A Compensation Design Company, has specialized over the last twenty years in the design and implementation of highly tax favored Fortune 500 type savings strategies for professionals and business owners who are frustrated with the funding limitations of conventional qualified plans ( 401K etc ).We can do this selectively within a company so as to reward and retain key employees as well as provide the business owner with strategies over and beyond the normal retirement plans.We provide an electronics wealth organizational tool to our clients that provides a comprehensive view of their financial world from one site. Our goal is to help as many people as possible retire comfortably regardless of future challenges such as tax increases and inflation of all types as well as to help them with their legacy planning objectives.Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Thompson Planning Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-112607 Exp 11/22
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