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!
Helpful Content
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Rightsizing for Retirement
What does your home really cost?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.