We help you take the first steps on a path designed to guide you toward your financial goals.Contact Us
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
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
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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Bonds may outperform stocks one year only to have stocks rebound the next.
Gaining a better understanding of municipal bonds makes more sense than ever.
These food myths will really put a drain on your wallet.
A four-step framework for building a personal legacy.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn about cyber liability insurance in this entertaining video.