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Thorson Financial Estate Management, Inc.

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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.

Retirement Planning Experts Protecting Your Future

Succession Planning

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Estate Planning

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Investments

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Income Taxes

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.

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

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!