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!
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Do you have an estate strategy? You should.
Knowing the rules may help you decide when to start benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A quick look at how federal income taxes work.
How long does a $20 bill last?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here are five facts about Social Security that might surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When markets shift, experienced investors stick to their strategy.
The decision whether to buy or rent a home may have long-term implications.