Broker Check
Concierge Service Customized Strategies Trusted Relationships Unbiased & Objective
 

Planning Wealth

 

Building Wealth

 

Preserving Wealth

 

Transferring Wealth

Lifelong Investment and Financial Guidance

When it comes to something as personal and emotional as your wealth, objectivity and honesty matter. After working hard to build your assets, you seek a financial professional you can trust to provide you with advice and customized strategies. At Thomson Investment Group, Inc., we founded our firm to fill this role in your life.

Largely working with pilots, physicians, and other professionals, we understand the many financial concerns our clients face as they build and preserve their wealth. As an independent firm offering comprehensive wealth management and concierge service, our goal is to work alongside you each step of your financial journey.

Based in Prosper, Texas, we work with clients currently in 18 states. We look forward to building a long-lasting relationship with you and your family.

Contact Us


Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store!Download our app on Google Play!

Helpful Content

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

View all videos arrow