Welcome to Thompson Wealth
We are a comprehensive financial services firm committed to building long term relationships with our clients. Our goal is to help our clients build the life of their dreams and protect their families’ financial future.
We would like to invite you to learn more about our firm and how we help clients meet the needs of today and pursue the financial goals of tomorrow. Please contact us using the Contact Us form or by calling us at 310 319-5353. We would be delighted to hear from you!
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A bucket plan can help you be better prepared for a comfortable retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.