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 Independent Financial Group 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.
Helpful Content
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Your Financial Family Tree
What lessons can you learn from your family members, and what can they learn from you?
The Value of Planning as Retirement Approaches
Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.
7 Ways to Show Your Appreciation for Mom this May
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Rightsizing for Retirement
What does your home really cost?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.