Serving clients nationwide from Dallas TX

Wealth and Financial Planning Services

Tax-integrated investment planning that coordinates your wealth building strategy with tax optimization. Comprehensive financial planning backed by specialized wealth management expertise.

What You Can Expect From Our Financial Planning

"Here at Thompson Tax Group our team has all the proper licensing to handle your financial planning, but we wanted to make sure we could offer you the same depth of expertise and resources that larger firms provide. That's why we've partnered with Josh St. Laurent and his team at Wealth In Yourself. Here's how it works: You work with us, Thompson Tax Group, period. All your meetings, all your planning, all your questions come through us. But when I need specialized investment research or advanced planning tools, I tap into their expertise and resources behind the scenes. Think of it like having a whole team of specialists backing us up, but you still get the personal service you expect. This partnership lets me give you comprehensive financial planning that's perfectly coordinated with your tax strategy - something most advisors can't do because they're not handling both sides. You get the best of both worlds without getting handed off to someone else." - Joshua Thompson

Meet Josh St. Laurent, MS  CFP® CFT™ Founder & CEO of Wealth In Yourself

 Josh St. Laurent brings over a decade of financial planning expertise to our partnership, serving as a Certified Financial Planner (CFP®) and Certified Financial Therapist™. With a Master’s in Advanced Financial Life Planning and experience helping 11,000+ clients nationwide, Josh provides the institutional-level resources and specialized knowledge that enhance your comprehensive financial planning experience.

As a Distinguished Adjunct Professor of Finance and voice behind the Wealth In Yourself Podcast, Josh stays on the cutting edge of wealth building strategies. His mission aligns perfectly with ours: putting clients first through fiduciary-standard guidance that prioritizes your best interests over commissions.

Stop Leaving Money on the Table

It's time to stop letting poor tax planning drain your profits year after year. Let's show you exactly how much you could be saving with strategies your current accountant never mentioned.