Tommy J. Thompson is a Licensed Financial Representative and Southeast Vice President with Fortitude Investment Group, LLC. Mr. Thompson prides himself on his ability to assist accredited clients who own highly appreciated investment and commercial real estate assets by structuring tax advantaged exit strategies through the usage of 1031/1033 exchanges, Opportunity Zone Funds and other unique tax tools. Mr. Thompson was raised in upstate New York and now resides in Palm Beach County, Florida where he is an active member of the Palm Beach Estate Planning Council.
Phone: (518) 929-9655
Questions Tommy Asks to a Prospective Client:
Do you own investment real estate.? If yes, for how long?
Are you retired? If yes, are you looking to become more passive?
Do you have children? If yes or no, do you have an estate plan setup?
What are your goals in retirement? Travel, family time, golf, boating, investing?
What is your target for a comfortable annual income to sustain your ideal lifestyle?
Topics Tommy Talks About with Friends/Family:
Being successful* - what does that mean to you?
Being a family man* - a good husband, brother, son, friend.. how does that look in your eyes?
Humility* - do you put others needs and think of others before yourself?
Topic/Description of Presentation:
Diving into the core attributes of the most successful entrepreneurs in their industry. Asking questions that hit home for how they got to where they are, how they decide where they are going from here, what are there biggest takeaways from their achievements and failures along the way. Custom conversations in a laid back setting with leaders and trend setters.