Lori Townsend Burt

Chief Operating Officer

ltownsend@cplanning.com

Contact

Office: 704-606-0762

6115 Park South Drive

Suite 200

Charlotte, NC 28210

IAR Series 6, 63, 65, 7

info@thompsonplanninggroup.com

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Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA, /SIPC . OSJ: 6115 Park South Drive, Suite 200 Charlotte, NC 28210, 704-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Thompson Planning Group is not an affiliate or subsidiary of PAS or Guardian.

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2023-159319 Exp 08/25

Lori Townsend Burt

Chief Operating Officer

704-351-2200

ltownsend@cplanning.com

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