Broker Check

1101 Standiford Avenue
Suite C2
Modesto, CA 95350

Thorson Financial Estate Management, Inc.

(209) 522-0250

 
Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Specializing in Professional Guidance

for Living on and Passing on Your Resources



Thorson Financial Estate Management, Inc. specializes in working with retirees and those preparing to retire by customizing your financial life in two primary categories. Those are: Investment Management and Estate Planning.

We do this for the purpose of maintaining your quality of life in retirement and ultimately leaving your resources to the people and organizations you care most about. In short, we provide professional guidance for living on and passing on your resources.

Additionally, we head up the Modesto Chapter (4394) of the American Financial Education Alliance (AFEA). It is our pleasure to serve our local communities and share information on how AFEA is working to provide people of all walks of life information, education and experience about enhancing how they understand and manage their finances. As an IRS approved, 501C3, non-profit organization, our mission is to empower Stanislaus and San Joaquin Counties to take control of their finances by providing unbiased financial education. We encourage you to visit the AFEA Modesto Chapter website at https://myafea.org/chapters/modestoca to learn more about the classes we offer throughout the year. 

Be sure to take advantage of our Resources webpage that offers a wealth of information in the form of newsletter articles, calculators, and research reports. Contact us today for more information!


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