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Our Services

At Thomson Investment Group, Inc., we offer a comprehensive array of planning services that encompass your entire financial picture. Working together through a holistic process, we explore your needs, goals, and concerns and define the services that align with your objectives for complete financial life management. 

Through our variety of services, we strive to build and tailor a comprehensive strategy focused on pursuing your goals, which may include:

  • Identifying long-term goals and objectives
  • Planning and saving for retirement
  • Planning and saving for a child's higher education
  • Providing care for elderly parents
  • Establishing a business
  • Contributing to charitable organizations
  • Planning for a real estate purchase
  • Leaving a legacy for family or heirs

Whether it is planning for a confident retirement or developing a college funding strategy for your child’s education, we can offer suitable investment choices with experience and professional guidance.