Three of Gordy’s sons are an integral part of Bohannon Financial. They are active in the business development activities and engage personally with our clients.

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Why We Do It

Bohannon Financial’s mission is to help people achieve their financial aspirations. This genuine pursuit of goals is engrained deeply in the Bohannon Family. In 1981, Gordy Bohannon was on the Universiy of Iowa football team that went to the Rose Bowl; the first time in over 20 years. He was inspired by his coach who mentored him in how to reach his goals. “Coach Hayden Fry just sold us on where we were going, not where we had been.”

Gordy took what he learned from the Iowa Football program and instilled those values in his personal and professional life. With those values as his foundation, Gordy built a successful business in the financial services industry focused on helping individuals, families, and businesses.

Gordy and his wife Brenda have raised four sons, each of whom has experienced success in athletics and their respective careers. Gordy attributes much of this success to the influence and support his sons received from family, mentors, and coaches along the way.

In business, Gordy draws parallels between receiving guidance from coaches and mentors, to working with a financial advisor. Investing in financial markets comes with ups and downs, and sometimes it feels as if there is too much risk and emotion. However, with the support and guidance of a financial advisor you can evaluate risk, focus on facts, and address the challenges of investing head-on.

At Bohannon Financial, our advisors focus on what is important; they help you craft a disciplined,
diversified, risk mitigated approach to investing. Each day Bohannon Financial takes their
commitment to you seriously; making your goals their own and applying their experience, insights, and care to help you reach your goals. The financial advisors who are part of Bohannon Financial are committed and believe that “You” are their “Why” for being in this business.

Individuals identified as Bohannon Financial Group are affiliated with PFS Investments Inc. a subsidiary of Primerica, Inc., and offer products and services through PFS Investments Inc.

A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers brokerage and advisory services. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available from PFSI, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

PFSI, 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC. PFSI offers advisory services through and is the sponsor of the Primerica Advisors Lifetime Investment Program. Primerica Brokerage Services, Inc. (PBSI), member of FINRA/SIPC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI, and are not associated persons of PBSI. Primerica, Inc., PFSI and PBSI are affiliated companies.

The Lifetime Investment Program is an advisory program sponsored by PFSI under the name Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Program Form ADV brochure.

Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.

Before investing, you should carefully consider your financial objectives, and the risks, charges, fees and expenses associated with any investments you are considering. This and other important information can be found in the prospectus and the summary prospectus, if available. Please review prospectuses, sales literature and other disclosures carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.

 Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.