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.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The item most homeowners forget on their home improvement project checklist is insurance.
A letter of instruction provides additional and more personal information regarding your estate.
Sustain financial well-being or create wealth through these actions.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Ascertaining the value of your business is important for a variety of reasons.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
For women, retirement strategy is a long race. It’s helpful to know the route.
What if instead of buying that vacation home, you invested the money?
What does your home really cost?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Estate conservation is too important to put off. Do you have a smart exit strategy?