Coghlan Financial Group - San Diego Financial Planners, Retirement Plans, Estate Planning, 401k Investment Goals
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Thomas K. Thorson
 
 
Address:
1101 Standiford Ave. Suite C-2
Modesto, CA 95350
Phone:

(209) 522-0250

Fax:

(209) 576-0065

Email:
tom@thorsonfinancial.com
 
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CWA Local(s) Served:
9333 - President: Lynn Johnson
9417 - President: Robert Schwager
 
Seminars:
For a listing of upcoming retirement workshops CLICK HERE
 
Forms:
CWA Retirement Planning Review Questionnaire - CLICK HERE
401(k) Allocation Analysis Questionnaire - CLICK HERE
Asset Allocation and Risk Questionnaire - CLICK HERE
 
Executive Profile:
tthorsonprofilepicThomas K. Thorson, RFC, is CEO and President of Thorson Financial Estate Management, Inc. He has conducted well over 100, well-attended seminars tailored to the unique needs of retirees and pre-retirees. His seminars focus on the most important topics such as Wealth Accumulation, Wealth Preservation and Wealth Distribution.
 
Tom has devoted over 22 years of his successful financial career to providing lifetime income solutions to retirees and pre-retirees in the local area. He belongs to NAIFA (National Association of Insurance and Financial Advisors) and is a member of the NARFC (National Association of Registered Financial Consultants).  He was also a well received host of the radio show "Lifetime Income Solutions" on KFIV 1360 every Saturday morning.
 
Born and raised in the central valley, he and his wife, Teri, (a lifelong resident of Modesto) have made a home for themselves in Modesto for the past 25 years and together they raised two children. Tom graduated from Fresno State University and found himself drawn to the insurance and financial world when he discovered his passion for helping people.
 
Tom and Teri have been active in their church for several years. 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. Tom and Teri have two children, a son who is currently serving in the Marines and a daughter who is a full-time college student.
 
Tom prides himself on not attracting new clients, but building new relationships with the clients he attracts. We hope you will seriously consider making Tom Thorson your personal financial estate planner.
 
 
Securities America and it's representatives do not provide tax or legal advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information. Thomas Thorson is a member of the Coghlan Financial Group Network.
 
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Securities available in the following states: CA, IA, TX
Investment Advisory Services available in the following states: CA, IA, TX
Insurance available in the following states: CA, IA, TX

 

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financial planning, risk management, retirement and estate planning, portfolio design, asset management services and financial goal integration
 
 
Securities offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Thomas Thorson, Registered Representative, CA Insurance License #0712011. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm. Thomas Thorson, Financial Advisor. Thorson Financial Estate Management, Inc., Coghlan Financial Group, Inc., the Coghlan Financial Group Network and the Securities America companies are separate entities and are not affiliated with, retained, nor endorsed by AT&T or the CWA.