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 unbiased 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
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Good employee health can be great for the company’s bottom line.
Five creative (and inexpensive) ideas for motivating your employees.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here are six flags that may make your tax return prime for an IRS audit.
Do your insurance needs stay the same when the nest empties?
It sounds simple, but paying yourself first can really pay off.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.
Recent changes in estate tax laws could affect the strategy you have in place.