FMC

TOM THORKELSON*, CLU, ChFC, CFP®, AEP

Tom Thorkelson likes to think of himself as an adventurer: he has climbed Africa’s Kilimanjaro; South America’s Patagonia; Moana Loa, Hawaii’s highest peak; Mt. Fuji, Japan’s highest peak, to Mt Everest’s Base Camp and his personal favorite; the Inca Trail from Cuzco to Machu Picchu; in the Peruvian Andes.

Tom has an unusual family: he and his wife of 49 years, Pat, have eight natural children and have raised five Native Americans – four Navajo and one Apache. There is a daughter married to a man from Chiapas, Mexico, another to an African American, another to a Samoan and sons married to wives from Argentina and Australia. Adopted grandchildren from several cultures bring the total to 43.

Upon graduation from the University of Southern California in 1954, Tom was commissioned as a Marine Officer and served as a Naval Aviator for nearly six years. He received his MBA from Pepperdine University in 1974.

Presently serving as the Director of Interfaith Relations for Orange County for the Church of Jesus Christ of Latter-day Saints, Tom was Bishop, during the mid 1970s, of a large congregation in Santa Ana that taught in seven languages.

He has a passion for fighting racism, bigotry and bias by building greater trust and understanding between different faith communities. As 2004 President of the Orange County Region of the NCCJ (formerly the National Conference of Christians and Jews), Tom works to establish programs that will bring people together and inspire youth to develop to their true potential.

A Financial Planner with Massachusetts Mutual Life Insurance Company for 43 years, Tom is the founder of the agency that now bears the title of FMC. He has received the professional designations of Certified Financial Planner®, Chartered Life Underwriter, Chartered Financial Consultant and Accredited Estate Planner and has presided over a number of civic and professional organizations. Tom is an author and has previously spoken in 40 states and seven foreign countries to share concepts that help people make wiser financial decisions.

CA Insurance License #:0198167

FMC Financial Group offers a full range of services to help clients identify and realize their financial goals. Our services include:

•	Estate and retirement analysis

•	Investment* and portfolio analysis

•	Pensions and employee benefit plans

•	Disability income insurance analysis

•	Executive compensation and business insurance plans

Our strategy is to recommend products and programs based on a clear understanding of each client's individual needs, means, goals, temperament, and willingness to handle risk.

PERSONAL PLANNING

BUSINESS PLANNING

INVESTMENT AND PORTFOLIO ANALYSIS *

Wealth Management Solution allows you to see all your portfolio’s elements in one place for maximum control of your financial future. Wealth Management Solution automatically organizes your investments, insurance, estate plan, bank accounts and other financial instruments, so you can see in a glance how you’re doing – and what more you may need to do to help you achieve your personal financial goals!

With Wealth Management Solution, you can:

Monitor your portfolio’s financial performance on a daily basis!

•	Continuously measure your portfolio’s performance against your financial objectives!

•	Receive automatic alerts when Wealth Management Solution detects a problem – or discovers an opportunity!

•	Share data with your FMC Financial Group Representative via computer to receive real-time input without leaving the comfort of your home or office!

Knowledge is power. Consult your Wealth Management Solution account often to monitor portfolio performance.

Wealth Management Solution: Client Web Link

* Tom Thorkelson is a registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC. Supervisory office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA. 92660. Tel (949) 660-1717


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FMC Financial Group • 4695 MacArthur Court Suite 1000 • Newport Beach CA 92660 • 949-660-1717 • Fax: 949-660-1991