We are dedicated to helping individuals and small businesses achieve their financial goals.

ABOUT

Tim Thompson got his start in financial services in 1986 and in 1990 expanded his business to include investments, so he could assist his clients with building wealth and saving for retirement. Tim provides Thompson Financial Group with leadership and strategic vision; Tim spends much of his time with advisors helping them with investment consulting, client servicing, and business development.

Janelle Thompson joined the business with Tim early in his career. They were excited about building a business together. Janelle is experienced in operations, compliance, and client servicing. She is committed to ensuring that Thompson Financial Group’s clients receive the highest level of service.

Tim and Janelle’s sons have also joined the family business. Their eldest son, Andy and his wife Sami along with their youngest son Taylor have headed the business expansion in Phoenix, Arizona.

Over the years, Tim and Janelle have developed core investment beliefs and client-servicing beliefs that are incorporated into the process that every advisor affiliated with Thompson Financial Group implements with their clients.

OBJECTIVE CONSULTATIVE APPROACH

At Thompson Financial Group, we believe that sound communication and education between you and your valued advisor fosters an environment for growth and success. It can also result in more proactive and thoughtful decisions. Thompson Financial Group brings insight and expertise to the implementation of financial strategies that seek to advance and protect a lifetime of investment assets.

Thompson Financial Group advisors support a diverse and varied clientele, from business owners and executives to retirees and individual investors. We embrace this diversity because it allows us to continually enhance our skills and depth of knowledge to meet the needs our clients present.

Our experiences and financial insights are shared with you to help you address critical questions about investing. In addition, we work with you to identify an investment plan and select investment strategies that can help you accumulate assets, preserve assets through risk management, and distribute retirement income.

MISSION STATEMENT

After gathering information through our consultative approach, our advisors will use innovative thinking, insightful guidance and practical advice, to deliver the individual account strategies you seek and the outstanding service you require. We have a range of options that help us serve your investment needs. Securities are offered by PFS Investments Inc., with investments products that include Mutual Funds, Variable Annuities, Small Business Retirement Plans, IRA’s, both traditional & Roth, and 529 Plans. Fee-based Managed Accounts are offered through Primerica Advisors.

Our mission is focused on getting to know and understand your needs, wants, and long-term goals. Our passion is to help you develop and implement an investment plan that’s designed to address your individual situation. Our energy, commitment, and efforts are focused on you, the client, and your satisfaction

Client servicing is critical to us. We are committed, as individuals and as a team, to being accessible to support you in your investment decisions and to work with you to implement changes as they become necessary.

BEST IN CLASS INVESTMENT SOLUTIONS OFFERED THROUGH PFS INVESTMENTS INC.

Mutual Funds

American Century Investments
American Funds
Fidelity Advisors
Franklin Templeton Investments
Invesco
Legg Mason
MFS
Putnam

Annuities

AIG
Brighthouse Financial
Equitable
Lincoln Financial

529 Plans

American Funds
Fidelity Advisors
Franklin Templeton Investments
Legg Mason

401(k) Plans

American Funds
CUNA
Equitable
Fidelity Advisors
Voya
July Services Managed Account 401k Launch and Liberty
July Services Cash Balance Plans

LIFETIME INVESTMENT PLATFORM OFFERING

ARIZONA OFFICE

1094 S Gilbert Rd, Ste. 201
Gilbert, AZ 85296

Phoenix Contacts

Andy Thompson: 715-432-5751
Sami Thompson: 715-432-5679
Taylor Thompson: 715-432-5523
Dillon Kazemi: 715 571-4131

WISCONSIN OFFICE

1488 Merrill Ave
Wausau, WI 54401

Wisconsin Contacts

Tim Thompson: 715-432-0471
Janelle Thompson: 715-432-6243
Karen Dins: 715-470-3263
Jack Knetter: 715-321-2300

The individuals identified as Thompson Financial are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.

A financial advisor’s ability to offer products and services is restricted based on the licenses held by the advisor, and the states in which the advisor is registered. Not all financial advisors are authorized to sell all products and services in all states. For additional information about an advisor, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. is a registered broker-dealer and is a member of FINRA and SIPC. PFS Investments Inc. is an SEC-registered investment adviser doing business as Primerica Advisors.

Securities are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099-0001. Fixed index annuities are offered by Primerica Financial Services, LLC, an affiliate of PFS Investments Inc. Primerica Financial Services, LLC and PFS Investments Inc. are both subsidiaries of Primerica, Inc.

Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing.

The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For information about the Primerica Advisors, please ask your advisor for a copy of the Lifetime Investment Platform Form ADV Part 2A Appendix 1 wrap fee program brochure. Primerica Advisors is the trade name under which PFS Investments Inc. conducts its investment advisory business.