Thorn Financial Group

Financial planner in Southlake, TX (show on map)

4.0

★★★★☆

21 reviews

Holistic financial planning and tax preparation services for clients across the United States.

Call (817) 993-0507

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About

Thorn Financial Group, established in 1987 by Gregory Thorn, specializes in holistic financial planning, investment management, life insurance, and tax preparation. The firm serves clients nationwide with a team of CERTIFIED FINANCIAL PLANNER™ professionals and IRS Enrolled Agents, emphasizing client satisfaction and continuous professional development.

CERTIFIED FINANCIAL PLANNER™ professionals

IRS Enrolled Agents

Holistic financial planning approach

Long-term investing focus

Services

Financial Planning

Holistic financial planning services to guide clients through wealth management, insurance, estate planning, and tax planning.

Goals-based planning Retirement planning projections Estate planning Tax planning

Investment Management

Long-term investing strategies for retirement and wealth accumulation, including retirement planning, traditional and alternative investments, and college planning.

Retirement planning Traditional and alternative investment strategies College planning Transparent fee structure

Life Insurance

Family protection through life insurance coverage tailored to individual needs.

Personalized coverage assessment Peace of mind for families Licensed agents available

Tax Preparation

IRS Enrolled Agent professionals provide tax preparation for individual and business filers, with flexible meeting options.

IRS Enrolled Agent professionals Flexible meeting options (in-person and phone) Tax refund status check Amended return status check IRS payment portal