1101 Standiford Avenue
Thorson Financial Estate Management, Inc.
Book a 15 Minute Phone Call
Retiring in a Post-Pandemic World
Acres of Diamonds
Book an appointment
Attend one of our FREE monthly Social Security Benefits classes to learn the do`s and don`ts of this benefit:
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Should You Ever Retire?
Personal Finance Tips for Military Families
What Is a Roth 401(k)?
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.
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!