Turning Point Retirement Associates

Financial Planner


Turning Point Retirement Associates is an independent financial services firm focused on helping clients determine and achieve their financial goals. Founded by Tom Thalman, we strive to protect, preserve, and improve the wealth of our clients. Our clients trust that we work in their best interest, valuing our independent nature in a world of corporate agendas and shareholder expectations.

Our clients often reach a turning point in their lives where financial decisions can have lasting ramifications. They choose us for guidance and security, knowing we will work with them to provide a positive outcome through their working years and into retirement. The red maple leaf in our logo represents a new season – turning over a new leaf to a fresh sense of promise.

We provide the financial foundation to support your current needs while helping you cultivate and develop goals for the future, specializing in retirement planning. Our comprehensive planning experience is built on Tom's training as a Certified Financial Planner™ professional. Our cultivated, in-depth process is meant to consolidate your separate investments into a single financial plan. We use our educational expertise to help you identify how each investment relates back to your plan, and how it helps you reach your goals.

Our Broker-dealer

Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. We are aligned with Cambridge Investment Research, Inc., one of the most respected independent broker-dealers in the industry. Cambridge is owned entirely by its management and financial professionals. Their executive leadership has spent more than 20 years consciously building a legal structure, business plan, and superior management team with the goal of remaining privately owned. Through our relationship with Cambridge, we provide a wide range of diversified financial services and products. We offer you the objectivity of working with an independent advisor combine with the ability to access the world's financial markets and a wealth of investment resources.