01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Life Insurance

Life and health insurance is a way of looking at certain financial risks that would be devastating if they arose. For example, the loss of an income earner, especially early in life can cause extreme financial hardship for those left behind. How will the mortgage be paid? How will the children’s...
 

Disability Insurance

Income Replacement Your ability to earn an income is quite simply your biggest asset. During a disability, household bills still need to be paid. Disability Insurance provides a benefit, usually 60-70% of the annual salary, in the event the insured becomes disabled and is unable to work. There are...
 

Critical Illness Insurance

Critical Illness Insurance is a relatively new product, which was introduced in the 1980s. It pays a benefit to the insured in the event the individual is diagnosed with any of a specified list of critical illnesses such as cancer, heart attack or stroke and survives a waiting period that is usually...
 

Investments

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...

What Clients are Saying

Professional, available, friendly.

It's been really great working with Thomas on my insurance needs. He really made the experience stress free and was able to answer all my questions. Even the ones I didn’t know I had. Very thankful to Thomas for all his help.

Benoit C.
10/22/20

Competent, Trusty Worthy, and Friendly

Thomas took the time to provide us with a thorough review of our situation and our needs. He presented multiple options to us that could fit different budgets and long term plans. Working with him, we were able to find a solution that met our short-term budget and long-term goals. He was professional, patient, and responsive. I highly recommend connecting with him; even if it's just to learn more or review your existing policies.

Phil B.
05/14/20

Patient, Professional & Positive

Our experience with Thomas was a positive one throughout. Kind and patient, Thomas took the time needed to explain the products and possible outcomes, while respecting our schedules. He checked in on us regularly to make sure there were no stones unturned and that we were clear on steps to come. He is knowledgeable, organized and arrives prepared. Choosing to work with Thomas is an assured success.

Valerie H.
05/11/20

High quality service and very professional.

Thomas is excellent person to work with. He is professional, friendly person. He knows the insurance products well and he explained it clearly. He listen to the person's goals and suggests what type of insurance is suitable and good to the individual.
I recommend to work with Thomas Thorne.

Samia K.
09/09/19

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Your Advisor

Thomas Thorne

President
Tom is president of Thorne Financial Solutions and is a seasoned Financial Security Advisor serving his clients since 2006. His passion is to help...

We manage assets and insurance portfolio’s for individuals and families, providing investment and risk management services.

Latest Blogs

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.