Thomson Financial Management works with a diverse group of families, business, and institutions located throughout the United States on effectively managing their investments assets. Whether we are helping a family manage their IRA accounts, helping a business owner manage a tax-efficient corporate account, or helping a trustee manage a multi-generational trust fund, Thomson Financial Management works with every client to create a customized mix of assets that fits their risk tolerance and objectives. As independent financial advisors, we have access to all major mutual funds, ETF’s, stocks, bonds, annuities, and alternatives, with no proprietary products or requirements to “push” any particular investment or company. We often like to say that we are agnostic as to what a product is or who makes it, as long as it is the best tool to get the job done. Investment types that we help clients with include:

  • Mutual Funds
  • Exchange Traded Products (ETF’s and ETN’s)
  • Stocks
  • Bonds
  • Annuities
  • Traditional and Roth IRA’s
  • Socially Responsible Investments
  • 401k, 403b and Profit Sharing
  • REITs and other Alternative Investments