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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Even if you’re young and single, you should still consider protecting yourself.
In the face of divorce, making changes to insurance coverage may be overlooked.
Couples may be able to head off many of the problems in a marriage that money can cause.
Don't let procrastination keep you from pursuing your financial dreams and goals.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This checklist can give you a quick snapshot of how prepared you are.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
When should you take your Social Security benefit?
There are hundreds of ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
Do you know these three personal finance sayings?
Taking your Social Security benefits at the right time may help maximize your benefit.