Welcome, I'm Erik Thompson, a Certified Financial Planner in Madison, Georgia. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
I have years of experience in financial services and can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life. Please call (706) 342-0030. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
I have years of experience in financial services and can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life. Please call (706) 342-0030. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
After several years with Edward Jones, Erik obtained his CERTIFIED FINANCIAL PLANNER certification and created Erik Thompson Financial Strategies in order to provide his clients with independent investment advice and personalized customer service. Erik helps frustrated investors with common sense strategies that helps them pursue their retirement goals.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
Reviews
Be the first to review Erik Thompson Financial Strategies.
Write a Review
