Thorson Financial Estate Management, Inc.
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Retiring in a Post-Pandemic World
Acres of Diamonds
Avoid Making Mistakes On Your Social Security and Medicare Planning!
Attend one of our FREE Social Security and Medicare Benefits classes to learn the do`s and don`ts of these benefits:
- Hosted by the Modesto CA AFEA Chapter (Tom Thorson, Pres.).
- Please click on the link below or call the local registration line.
- Registration Number: 888-466-3995
- 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:
Estate Planning
Years of experience have prepared us to guide you through your life transitions.
Investments
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Income Taxes
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Consider These 3 Things Before Driving Off the Lot

Potential Income from an IRA

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!
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.