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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Good employee health can be great for the company’s bottom line.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The federal government requires deceased individuals to file a final income tax return.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
Taking your Social Security benefits at the right time may help maximize your benefit.
Women must be ready to spend, on average, more years in retirement than men.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.