About Thomson investment group
Thomson Investment Group: Your Trusted Partner in Financial Planning and Concierge Services
Thomson Investment Group is an independent firm that offers financial planning and concierge services to individuals, families, and businesses. With a team of experienced professionals, we are committed to providing personalized solutions that meet the unique needs of our clients.
Our goal is to work alongside you each step of your financial journey. Whether you are just starting out or looking to grow your wealth, we can help you achieve your goals through comprehensive financial planning and investment management services.
At Thomson Investment Group, we understand that every client has different needs and objectives. That's why we take a customized approach to financial planning. We start by getting to know you personally - your values, goals, risk tolerance, and current financial situation. Based on this information, we develop a tailored plan that addresses your specific needs.
Our services include retirement planning, estate planning, tax planning strategies as well as investment management services such as portfolio construction & management for individuals or institutions seeking long-term growth opportunities with low volatility investments options like bonds or mutual funds which provide diversification across asset classes while minimizing risk exposure through active monitoring by our team of experts who have years of experience in the industry.
We also offer concierge services such as bill payment assistance & budgeting advice so that our clients can focus on what they do best while leaving their finances in capable hands.
At Thomson Investment Group ,we believe in transparency when it comes to fees charged for our services; there are no hidden costs or surprises at the end of the month! Our fee structure is simple: We charge a percentage based on assets under management (AUM) which means if your portfolio grows so does ours!
We pride ourselves on being an independent firm with no ties to any particular bank or brokerage house; this allows us complete freedom when it comes time for making investment decisions based solely upon what's best for our clients' interests.
Our team of professionals is dedicated to providing exceptional service and support to our clients. We are always available to answer questions, provide guidance, or offer advice whenever you need it.
In conclusion, Thomson Investment Group is your trusted partner in financial planning and concierge services. With a customized approach to financial planning and investment management services, we can help you achieve your goals and secure your financial future. Contact us today for a consultation!
thomsoninvestmentgroup.com
