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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?