What is the next step after the plan?

With a well-honed plan in place, we then decide upon a strategy to manage your investments to best work toward your short and long term goals. Thomson Financial Management has access to an independent research team, connecting us to a wide variety of investments platforms such as mutual funds, ETFs, separately managed accounts, bonds, stocks, alternative investments, annuities and more. This diversity is very advantageous in choosing the best vehicles for you.