Thomas K. Thorson, MRFC, ChFC® is CEO and President of Thorson Financial Estate Management, Inc. He has conducted over 300, well attended seminars tailored to the unique needs of pre-retirees and retirees. Tom, a graduate of Fresno State University, has devoted over 30 years of his successful financial career to providing retirement income strategies to those in the local area. He currently helps clients who have worked for PG&E, Doctor’s Hospital, City of Modesto, AT&T, Modesto City Schools, and Memorial Hospital, just to name a few. He belongs to the National Association of Insurance and Financial Advisors and is a member of the International Association of Registered Financial Consultants. He was also a host of the Saturday morning radio show, “Lifetime Income Solutions,” on KFIV 1360.
Additionally, Tom is the President of the Modesto Chapter of the American Financial Education Alliance (AFEA). It is his pleasure to serve the 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 Americans to take control of their finances by providing local communities with unbiased financial education.
AFEA specializes in providing high-level financial education classes and events at establishments of all types:
- Universities, colleges, junior colleges
- Faith-based groups
- Non-profit and fundraising organizations
Class offerings include:
- A Guide to 401k Rollovers
- The ABCD’s of Medicare
- Advanced Estate Planning
- An Introduction to Annuities
- College Planning
- The Essentials of Estate Planning
- Estate Planning Basics
- Financial Planning Basics
- Investing for Women
- Investing Today
- Investment Basics
- IRAs, Annuities, and Other Sources of Retirement Income
- Living a Tax Free Retirement
- Long Term Care
- Most Common Financial Mistakes
- Myths and Facts About Annuities
- Retirement Basics
- Retirement Income Planning
- Roth IRA Conversions
- Safe Money Principles of Retirement Planning
- Social Security Benefit Options
- Special Needs Planning
- Understanding Your IRA
- Understanding Your Roth IRA
- Variable Annuities
- Women and Money
We will be holding classes and conducting educational events throughout the area and invite you join us by visiting https://myafea.org/chapters/modestoca.
Tom holds the Series 7: FINRA General Securities Representative, Series 63: NASAA Uniform Securities Agent State Law Examination, Series 65: NASAA Uniform Investment Advisor Law Examination and is a licensed insurance agent in the state of California (CA License #0712011). Tom believes strongly in continuing education and always staying current in tax laws and the newest developments in estate planning strategies. Over the years he has acquired two professional designations; MRFC®, Master Registered Financial Consultant and ChFC®, Chartered Financial Consultant earned through the American College.
Born and raised in the central valley, Tom and his wife, Teri, have made a home for themselves in Modesto for the past 35 years and together they raised two children. Their son is a Marine Corps helicopter pilot veteran who lives in Maryland with his wife and three children. Their daughter is a teacher. Tom enjoys working with metal fabrication as a hobby such as wrought iron trellises, metal furniture, and handy man projects his wife might assign to him.
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