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The Thom Group

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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.

Helpful Content

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator will help determine whether you should invest funds or pay down debt.

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5 Smart Investing Principles

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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There are some key concepts to understand when investing for retirement

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The New Wild West: Bitcoin

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.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

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