Let’s look at those lingering checkboxes for this tax season and see how you can optimize your tax plan for return time. https://lnkd.in/gcb6Bb3
关于我们
We are an established, home-grown boutique firm serving the affluent client market throughout Mississippi and the Southeast. Scot Thigpen Wealth Advisor CPA/PFS, CFP?, a native of Jackson with 25 years of experience as a trusted financial advisor, founded Thigpen Group with the vision of developing deeper, more meaningful relationships with a fewer number of clients. At Thigpen Group, we believe Financial Planning and Investment Management are integral parts of Life Management. We are trusted strategic advisors to our clients with one goal in mind: empowering you to live your ideal life. We partner with you through a process of discovery, quantification and prioritization of your resources and goals. We are independent advisors. Unlike stockbrokers or other commission-based sellers of products with an inherent conflict of interest, we are exclusively fee-based. We are experienced ‘wealth architects,’ who consult, guide and advise with great care having only your personal, unique goals in mind. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the view of CWM, LLC and have not been reviewed by CWM, LLC as to the accuracy or completeness.
- 网站
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https://thethigpengroup.com/
The Thigpen Group的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Jackson，MS
- 类型
- 自有
- 创立
- 2015
- 领域
- Wealth Advisors、Investment Management、Financial Planning和Financial Advisor
地点
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主要
获取路线
6360 I-55 North
Suite 240
US，MS，Jackson，39211
The Thigpen Group员工
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David Martin
Director of Private Client Services at The Thigpen Group | Wealth Management and Estate Planning Specialist
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Krista Nicholson
Client Services Associate at The Thigpen Group | CFP? Candidate Committed to Personalized Wealth Strategies
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Bowen Thigpen, CFP?
Wealth Advisor at The Thigpen Group
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Julie Humphreys
Director of Operations and Client Services at The Thigpen Group
动态
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Want to plan better for next year's tax return? Check out our latest on-demand webinar, Winning in 2025: Tax Strategies for a Thriving Year. You’ll find insights to help you make the most of tax planning this year. Watch it now:?https://lnkd.in/ew9gQPRP
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There have been 39 market corrections since World War II. How many of those actually turned into bear markets? A total of 13. See the breakdown — and why we’re optimistic — in our latest Market Commentary:?https://lnkd.in/eEfZBs3u
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Make sure you’re taking advantage of all the tax breaks and incentives available to you. Our Tax Planning Checklist is a helpful resource as you make decisions regarding your taxes, retirement savings, and charitable giving for 2025. Download your copy now:?https://lnkd.in/eW-4zcs7
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Bear or bull? Where do you think we’re heading after this latest market correction? Get our thoughts in our latest Market Commentary:?https://lnkd.in/eEfZBs3u
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This year, make the choice to move beyond basic tax prep. We’ve got strategies to help you finish the tax season strong. Give this blog a read as you get ready to file. https://lnkd.in/gcb6Bb3
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If your head is spinning at going from an all-time high to down more than 10%, then you aren’t alone. But perhaps this isn’t bad news. Get our take on this quick market correction, how many past corrections actually turned into bears, and the Fed’s current position.?https://lnkd.in/eEfZBs3u
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Individual trustee vs. corporate trustee: Understanding the role a trustee plays in your estate plan will help you choose the right person to take on the position. Which route is best for you? Learn more about your options:?https://lnkd.in/gWZ4_Bz
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???? Happy Birthday to the one and only JULIE! ???? Today we’re celebrating someone who truly keeps The Thigpen Group running like a well-oiled machine! Julie goes above and beyond for our team and our clients every single day — we honestly don’t know what we’d do without her! ?? Julie, your hard work, kindness, and dedication mean the world to us. We’re so grateful to have you on our team and hope this birthday is as amazing as you are! ????
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If building and preserving family wealth is part of your financial plan, you also need a plan for successfully transferring that wealth to the next generation. We’ve got a guide filled with seven tips to help you navigate the process.?https://lnkd.in/gMfm2ZiK
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