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Thomas R. Thalman, CRPC®, CFP® 

5540 Centerview Dr Suite 200
Raleigh, NC 27606
Phone:
  • 919-424-3943
  • Mobile: 919-609-4617
Fax:
  • 919-882-1439

Who We Are

Tom Strives to be his client's personal CFO, working above and beyond the investment business to help them meet their lifetime goals for health and happiness.

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What We Do

Tom can  work closely with your existing attorney and CPA to formulate estate plans, tax strategies, beneficiary plans and  other services.

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Why We Do It

Tom founded turning point to offer objective guidance and advice free from the constraint of shareholder expectations and corporate profits. An educator by nature, tom's independent practice is uniquely positioned to help individuals and families invest with confidence.

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“It's more than a financial plan; It's a lifestyle choice that's purpose driven.”

 

 

How much risk are you willing to take with your investments?

 

                                                                         

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck