Financial & Investment Services

HG THOMAS WEALTH MANAGEMENT, LLC is one of the Rio Grande Valley’s premier financial planning services.
WE OFFER THE FOLLOWING

Financial Planning

As you look ahead to the future — especially retirement — you may be wondering:

  • Do I have enough saved?
  • Will I be able to live the life I imagine?
  • Do I feel confident about what’s ahead?

The right financial planner at your side will make all the difference. We can answer your questions, provide sound counsel and guidance, and work with you to create a clear plan to help secure your financial future.

We’ll work with you to (1) PROTECT you from unforeseen calamity, (2) help GROW your income through your retirement years, and (3) PRESERVE your nest egg from being drained away by unnecessary taxes.

Our goal is to help with your financial goals.

Ready to get started?.

Contact us today, and schedule a time for a free consultation.’

Investments

The right investments in the financial markets can help you reach your dreams for the future. Whether you already know a lot about investing, or if you need someone to help you make sense of it all, we’re here to help.

IRAs & retirement plans

Roth and Traditional IRAs offer tax advantages for retirement savings. Consolidate or rollover the assets in a 401(k) and 403(b) account to enjoy a complete picture of your retirement savings plan.

Mutual funds

Diversify your investments with professionally managed mutual funds. Choose from over 3,500 available mutual funds for efficient and cost-effective money management.

Stocks & ETFs

Stocks can play a role in a long-term, diversified investment strategy. A financial advisor can help you build a portfolio that works for your immediate needs and your future dreams.

Bonds

Bonds are a debt security that can provide a predictable income stream. By working with financial advisor clearing through Pershing, LLC, you have access to a wide variety of bonds to help diversify your investment portfolio.

Education savings

Get the rundown on options for saving for your children’s education (or yours!), including 529 plans, Coverdell accounts, and UTMA custodial accounts.

Real Estate Investment Trust and alternative investments

If you are looking for “atypical” investment options, our alternative investments may help you diversify your portfolio.

Ready to get started?

Contact us today, and schedule a time for a free consultation.

Insurance and Annuities

Annuities

An annuity can be a valuable tool for investing and saving for retirement. Plus, the policy’s tax deferral gives you the freedom to control when you pay taxes on your earnings.

Life insurance

A life insurance policy can help you plan for your family’s financial needs and may also offer features that can help you meet other goals, including education, retirement, tax savings and estate planning.

Long-term care insurance

A secure financial future includes protecting your assets and your independence in the event of a long-term care need.

Ready to get started?

Contact us today, and schedule a time for a free consultation.