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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
In the face of divorce, making changes to insurance coverage may be overlooked.
There are things about Social Security that might surprise you.
Marriage changes everything, including your insurance needs.
Term insurance is the simplest form of life insurance. Here's how it works.
When you’re married and have children, insurance needs will be different.
How to help determine life insurance needs to provide for your family after you pass away.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A special needs trust helps care for a special needs child when you’re gone.
Are Real Estate Investment Trusts right for your portfolio?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here is a quick history of the Federal Reserve and an overview of what it does.
What is your plan for health care during retirement?