Thomson Investment Group

Who We Are

Thomson Investment Group is a prosperous and thriving investment firm based in Prosper, Texas. Our team of experienced financial professionals is dedicated to providing our clients with the highest level of service and expertise. We pride ourselves on our commitment to people, offering confidentiality and trust as the cornerstone of our investment approach. Our clients have come to rely on us for our unwavering dedication to their financial goals and needs.

Our Team

Lee Thomson, our founder and leader, is a seasoned financial professional with a deep understanding of the investment industry. With a commitment to providing exceptional service and personalized attention, Lee has built a team of experts who share his vision and values. Our team is dedicated to creating and implementing customized financial strategies that are tailored to the unique needs and goals of each client.

What We Can Do For You?

At Thomson Investment Group, we understand that every client is unique, and so are their financial needs. That's why we offer a comprehensive array of planning services that encompass your entire financial picture. We work closely with you to discuss your various goals and restrictions, and use them to figure out the best options to help you reach your desired destination. Whether you're looking for wealth planning, investment planning, retirement planning, estate planning, college planning, or insurance planning, we've got you covered.

Charitable Planning and Social Security Planning

In addition to our core services, we also specialize in charitable planning and social security planning. We understand that charitable giving can be a critical component of your overall financial strategy, and we're here to help you maximize the impact of your charitable donations. Our team can help you navigate the complex world of social security planning, ensuring that you're making the most of your benefits and maximizing your retirement income.

Our Process

At Thomson Investment Group, we're proud of the time-tested process that we use when we work with our clients. We believe that having a disciplined strategy is essential for providing vigorous oversight of our client's investments through the utilization of active management techniques. Our strategy and our extensive allocation process strive to enhance returns and minimize risk potential while emphasizing constant communication, honesty, and transparency.

Our process involves several key steps, including:

1. Establishing a clear understanding of your financial goals and objectives.

2. Developing a customized investment strategy that is tailored to your unique needs and risk tolerance.

3. Implementing the investment strategy through the utilization of a wide array of investment options and financial strategies.

4. Providing ongoing monitoring and active management of your investments to ensure that they remain aligned with your financial goals and objectives.

Our Strategy

At Thomson Investment Group, we believe that long-range planning is essential for achieving financial success. We work closely with our clients to develop a comprehensive financial strategy that takes into account their short-term and long-term goals. Our approach is built on the following core principles:

1. Honesty - We believe in being honest and transparent with our clients at all times.

2. Value - We're committed to providing exceptional value to our clients by offering customized financial strategies and a high level of personalized attention.

3. Transparency - We believe that transparency is essential for building trust and long-lasting relationships with our clients.

Economic Calendar

At Thomson Investment Group, we understand that staying informed about the economy is essential for making smart investment decisions. That's why we provide our clients with access to an economic calendar that keeps them up-to-date on the latest economic news and events. Our calendar includes information on interest rates, employment data, inflation, and more.

Resources

In addition to our core services, we also offer a wide range of resources to help our clients stay informed and make smart financial decisions. Our resources include:

• Personal finance interviews with industry experts
• Information on security freezes
• Guidance on creating an estate plan
• Loss of loved one resources

Our goal is to provide our clients with everything they need to make informed financial decisions and achieve their financial goals.