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!
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
It sounds simple, but paying yourself first can really pay off.
Building wealth requires protection from the forces of wealth destruction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is your plan for health care during retirement?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Around the country, attitudes about retirement are shifting.