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Garry F. Thompson |
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We are a client
focused financial services leader providing Wealth protection, Asset
Management, Financial and Estate planning to individuals, families and
businesses. What I Have to Offer: *Retirement products with guarantees *Investment products and services
*Education planning
*Retirement planning
*Life Insurance
*Disability and long-term care
*Business planning
*Financial Planning
*Health insurance
*Managed Accounts
*Fee-Based
brokerage accounts My Qualifications: *Series 7 & 66 Brokerage licenses *Life and Health license
*Variable products license
Who and What I am Seeking: *Owners of small to mid-size businesses *Professionals, age 35 and older
*Recently divorced
*People in job transition
*Empty nesters
*Baby boomers
*Recent widows / widowers
*Adult with parents in Long Term Care
*Persons nearing retirement
*New people in the area
*CPA’s |
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