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   Our Mission is to guide you in creating wealth, safeguarding it, and living a life of financial freedom.

Click to Schedule a 15-20 Minute Phone Appointment with Tom

   Our Mission is to guide you in creating wealth, safeguarding it, and living a life of financial freedom.

Click to Schedule a 15-20 Minute Phone Appointment with Tom

Thorson Financial has Over 30 Years in Business and is a Leading Wealth Management and Financial Advisory Firm in Modesto, CA since 1996. We are:

  • Independent, Financial Fiduciary Specialists
  • Experienced credentialled professionals
  • Chartered Financial Consultants (CHFC®)
  • Serving Modesto California as our home base and all of California, including clients across 14 states. 
  • Solutions customized for each client

Let’s Get Started

Learn How To Keep the Government out of your Estate

This course can help you to clearly define your own estate planning objectives and goals and eqip you with the knowledge and tools necessary to put your plans into action. 

Escalon Library
1540 Second Street
Escalon, California 95320

Thursday July 18, 2024
3:00 pm - 5:00 pm

Saturday July 20, 2024
10:30 am - 12:30 pm

Click or Call to Register at 844-211-6119 / RSVP #4394

We provide financial solutions for retirement so you can comfortably live on and pass on your resources

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 Let’s Work Together

 Let’s Work Together

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

Request an Appointment

Your source for updated market and economic news.

   Download Market Commentary

Income Planning

When you are near or in retirement a primary focus is income planning and how you will draw from accounts.

Learn more

Investments

You have many choices to invest your money today. Let us help you customize a portfolio for your needs.

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Taxes

Don`t let Uncle Sam be an heir to your estate!

We can help you identify ways to minimize income and estate taxes.

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Estate Planning

How will your assets be distributed at death?

We can help you with Trusts, Wills, Powers of Attorney and other legal documents through our direct Attorney teams.

Learn more

Our Three Step Process

STEP

1

Setup

Evaluate & Assess your financial condition & situation

STEP

2

Strategize

Discovery & strategize with solutions

STEP

3

Execute

Implement your plan

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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