Thompson Wealth Management

Specialties

Our Services include: Retirement Planning, Wealth Accumulation, Retirement Income, Strategies, Annuities, Tax Minimization Planning, IRA & 401(K) Rollovers, Life Insurance, and Medicare Planning.

We specialize in retirement income planning for conservative individuals and couples who have successfully accumulated, and want to protect, a retirement nest egg. They are focused on creating a dependable, secure retirement income they can’t outlive.

An Annuity is a product that allows you to take the money you have saved for retirement, such as a 401K or IRA, and guarantee an income stream for life. If you don’t need the money right away, you can let it stay in the account and accumulate interest. 8% — 10% in interest is not uncommon for these accounts.

Tax Free Retirement is a simple way to ensure you save for your retirement in such a way that you will not be taxed on your retirement savings when you need it most. You can also take money out of the account before retirement if you need to and pay no penalty. Use it to buy a car, make a down payment on a house, fund a child’s education, make home improvements, and more.

History

Established in 2012.

Thompson Wealth Management offers two basic, and hard-​to-​find services. We help people accumulate wealth for retirement in such a way that they will pay little or no tax in retirement. We also help people preserve their retirement portfolio so it’s not lost when the stock market crashes.

Meet the Business Owner

Justin T.

Business Owner

Justin went to the University of North Georgia in Dahlonega where he completed a bachelor’s in Accounting, and commissioned as a second lieutenant from the ROTC program in 2004. He was soon sent to Iraq with the Georgia National Guard in 2005. Upon his return from Iraq, he worked in auditing until called up to serve again, this time in Afghanistan in 2010. When he returned from Afghanistan, he continued to work full time for the National Guard and was interested in starting his own business. In 2012, he obtained his insurance license and started a retirement planning and insurance practice. Since then, he has helped countless people create a solid retirement plan and protect their retirement with insurance products.

Justin is currently a captain in the National Guard, and an active member of Grace Midtown Church in Atlanta. He has been married to his wife Susan for 7 years, and they have two children, Ian who is 3, and Aurora who will soon be 2.