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!
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A quick look at how federal income taxes work.
Is your estate in order? This short quiz may help you assess your overall strategy.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn when it may not make sense to file a claim on your home insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?