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 no proprietary products or requirements to “push” any particular investment or company. Investments or strategy we typically utilize for clients include:
- Exchange Traded Products (ETF’s and ETN’s)
- Stocks
- Bonds
- Socially Responsible Investments
- Environmental, Social, and Governance (ESG)
