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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

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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