Broker Check
Michael A. Thompson, CLU

Michael A. Thompson, CLU

Michael A. Thompson, CLU serves as President of Thompson Planning Group, a Compensation Design Company established over 22 years ago here in Charlotte. TPG specializes 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 and future taxation of conventional qualified plans ie; 401(K) etc.

TPG provides an electronic, wealth organizational tool to their clients that provide a comprehensive view of their financial world from one site. This wide angle view is accessible to their clients at any time or place there is internet access and most financial accounts can be updated automatically on a daily basis if their clients so desire. The work they do for their clients in many cases increases the expected retirement income significantly over conventional methods typically recommended throughout the financial services industry.

Michael is a graduate of Charlotte Latin School and NC State University and also holds the CLU designation from The American College. He carries the FINRA registrations 6, 63, 65 and 7 and has been; through the National Association of Insurance & Financial Advisors, recognized by his industry peers as The Agent of the Year in 2009. He was also the Top Membership recruiter for NAIFA in 2006, 2007 and 2008. Michael has served on all NAIFA committee chair positions as well as the Presidential position from 2010-2013.

He has been a Regional and National speaker for Northwestern Mutual as well as for Mass Mutual and has held numerous management positions with both companies. An MDRT qualifier since 1997 he has also received the National Quality Award.

Michael has also served on the board of directors for a number of community organizations; namely The Patriot Charities, an organization that generates significant financial assistance for our local injured servicemen and women returning from the conflicts in Iraq and Afghanistan. He has also served on the Board of Directors of Raintree Country Club and was a founding member of The Ballantyne Optimist Club.

Michael enjoys golf, Gulf Stream fishing, coaching and boxing. He was also a Silver Medalist in the 1999 National Tae Kwon Do Championships in Cedar Rapids, Iowa - Men’s Black Belt, Welter Weight Division.

He and his wife Becky are members of Central Church of God and have 3 grown children, Austin, Carter and Sarah.

 

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC  Financial Representative of  Guardian.