Bob Holmes, CLU, ChFC, RHU, CLTC

Bob Holmes, CLU, ChFC, RHU, CLTC

Financial Services Representative

Visit my web site!

Thompson Financial Group
6302 Fairview Road, Suite 500
Charlotte, NC 28210

Phone: (704)367-5136
Fax: (704)366-6900
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
PRODUCTS AND SERVICES
 
•   Fixed and Variable Annuities
•   Long-Term Care Insurance
•   Disability Income Insurance
•   Estate Conservation Strategies*
•   IRA Consolidation/Rollovers
•   Pension Payout Alternatives
•   Lump Sum Pension Distribution
•   Pension Transfer/Rollovers
•   Mutual Funds
•   Term Insurance
•   Universal Life
•   Variable Universal Life Insurance
•   Whole Life Insurance
 
QUALIFICATIONS
 
•   Licensed to sell Life Insurance in North Carolina, South Carolina & Florida
•   Entered the Financial Services Industry in 1971
•   CLU – Chartered Life Underwriter
•   ChFC – Chartered Financial Consultant
•   RHU – Registered Health Underwriter
•   CLTC – Certified in Long Term Care
 
PERSONAL
 
•   25 Year resident of Charlotte, N.C
•   Family: Wife named Claire, 3 Children, 2 Step Children, and 3 Grandchildren
•   Hobbies: Golf
 
ORGANIZATIONS
 
•   Member of National Association of Insurance and Financial Advisors (NAIFA)
•   Member of Charlotte chapter of the Society for Financial Services Professional (SFSP)
 
 
*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.