1101 Standiford Avenue
To schedule a phone or in office appointment
Attend one of our FREE monthly Social Security Benefits classes to learn the do`s and don`ts of this benefit:
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Overwhelmed by your income taxes? We're here to help you sort through the numbers and make the most out of your tax reductions!
Thorson Financial Estate Management, Inc. specializes in working with retirees and those preparing to retire by customizing your financial life in four primary categories: 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 about most. In short, we provide professional guidance for living on and passing on your resources.
Additionally, we lead the Modesto Chapter (4394) of the American Financial Education Alliance (AFEA). It is our pleasure to serve our community and share information on how AFEA is working to provide people of all walks of life information, education and experience about enhancing how to understand and manage their finances. As an IRS approved, 501C3 non-profit organization, our mission is to empower people 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!