The Thom Group
Investments & Insurance
Gain from an independent perspective.
The Thom Group is an independently owned financial consulting firm with more than 86 years of combined dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, The Thom Group has the financial management experience to direct you towards addressing your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. In addition, we also offer a wide array of insurance services as well. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Even if you’re young and single, you should still consider protecting yourself.
Life insurance proceeds are generally tax-free. But not in all cases.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Have you explored all your options when it comes to managing your taxable income?
Making the most of surprises is a great reason to work with us.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.