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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Don’t overlook the need for renter’s insurance if you rent your home.
Gaining a better understanding of municipal bonds makes more sense than ever.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Knowing the rules may help you decide when to start benefits.
There are four very good reasons to start investing. Do you know what they are?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
For women, retirement strategy is a long race. It’s helpful to know the route.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.