Broker Check
Trust Convenience Fee-Based Fiduciary
 

Planning Wealth

 

Building Wealth

 

Preserving Wealth

 

Transferring Wealth

Lifelong Investment and Financial Guidance

Your wealth is both personal and emotional for you. That is why objectivity and honesty matter. After working hard to build your assets, you need a financial professional you can trust to provide unbiased advice and a customized strategy unique to you. We created Thomson Investment Group to fill this role in your life.

Our team works with experienced professionals, business owners, and retirees. We often work with extended families for multiple generations because 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, we are by your side, guiding you through every step of your financial journey.

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

Contact Us


CNBC Personal Finance Interviews Lee Thomson


View Article

What is your Risk Number?

What's 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.


Helpful Content

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Disability Income

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

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

View all presentations arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

View all videos arrow