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.
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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.
Helpful Content
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…
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
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.
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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.
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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.
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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?