We help you take the first steps on a path designed to guide you toward your financial goals.Learn More
We utilize a disciplined process to create an investment plan that aligns with your needs.Learn More
As you prepare for and live in retirement, it’s critical to have a plan to ensure you don’t outlive your assets.Learn More
A well-crafted estate plan is a necessity for leaving a legacy to your loved ones and heirs.Learn More
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
CNBC Personal Finance Interviews Lee Thomson
What is your Risk Number?
Riskalyze is an advanced technology that calculates an investors' risk tolerance. The program is backed by a scientific framework that allows us to see what your risk number is in comparison to your current or proposed portfolio. By taking a 5 minute quiz, we will be able to pinpoint your risk tolerance, which will then help you align your current portfolio with your true investment goals.
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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
For some, the social impact of investing is just as important as the return, perhaps more important.
Five creative (and inexpensive) ideas for motivating your employees.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Here are 4 great, and sometimes unexpected, places to raise a family.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?