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

Innovative Financial Group

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

Innovative Financial Group

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

Innovative Financial Group

Profession LogoFINANCIAL PLANNER

Herman (Tommy) Thompson, Jr., CFP®, ChSNC®, ChFC® is a Financial Planner with Innovative Financial Group in Atlanta, GA. Tommy has been an investment professional since 2004, specializing in wealth management strategy, financial planning, insurance needs analysis and special needs planning.

As an investment professional, Tommy seeks to help clients realize their goals by creating an actionable, understandable financial plan. With a passion for teaching, Tommy ensures each of his clients knows and understands each step within the plan before it is executed. The partnership Tommy forms with his clients is long-lasting and based on the knowledge that he understands their goals and dreams. He and his team of associates are dedicated to helping his clients as they make sound financial decisions and confidently navigate the investment world.

A proud graduate of the University of Georgia (2003), Tommy had double majors of Marketing and Risk Management/Insurance. Since partnering with Innovative Financial Group in 2004, Tommy has earned the CFP® (Certified Financial Planner™) certificate and the ChFC® (Chartered Financial Consultant) designation.  In 2022, Tommy earned the ChSNC® (Chartered Special Needs Consultant) designation, which is an accreditation designed for financial advisors who want to make a real difference in the lives of people with disabilities or special needs. He is an Investment Advisor Representative registered in 28 states, holding the Series 6, 7, 63 and 65 registrations, as well as Life and Health Insurance licenses.

Tommy is a personal financial resource for media outlets. His advice has been featured on Forbes, WSJ, U.S. News & Report, Yahoo!, The Street, and additional publications.

Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.

Firm Description

Innovative Financial Group is a full service financial planning firm in Atlanta,GA.  We are financial professionals with over 45 years of experience with a focus on wealth management strategy, financial and special needs planning.  Our first priority is helping you take care of yourself and your family.  

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

3520 Old Milton Parkway
Alpharetta, GA 30005

On the web

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Topics

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