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Avoid Making Mistakes On Your Social Security Planning!

Attend one of our FREE monthly Social Security Benefits classes to learn the do`s and don`ts of this benefit:

  • Hosted by the Modesto CA AFEA Chapter (Tom Thorson, Pres.).
  • Please click on the link below or call the local registration line.
  • Registration Number: 209.222.4016
  • American Financial Education Alliance (AFEA) is a 501(c)(3) non-profit organization. AFEA’s mission is to empower Americans to take control of their finances by providing local communities with unbiased financial education.

Our Services:

Succession Planning

We create strategies that are tailored to your needs and goals.

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Estate Planning

Years of experience have prepared us to guide you through your life transitions.

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Investments

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Income Taxes

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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<p>Investment Strategies for Retirement</p>

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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<p>Forecast</p>

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
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<p>Retiring in a Post-Pandemic World</p>

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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Thorson Financial Estate Management, Inc.

Thorson Financial Estate Management, Inc. specializes in working with retirees and those preparing to retire by customizing your financial life in four primary categories. Those are: Investment management, tax planning, long term care risk 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.


Financial Planning Classes

Financial Planning Classes

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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