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Could Your Money Work Harder For You?

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

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Tell Me Your Story and I Will Listen Intently

Tell Me Your Story and I Will Listen Intently

You do have a story about your life. Will you share it if it will make a difference in how you see money? It is unique to you and maybe you’re never shared it with anyone before.

 

What are your fondest memories growing up? What things shaped you positively but were uncomfortable at the time? When did you earn your first dollar and how did you feel when you received it? Was there a parental influence on how you saved and spent money or did that come from within? Is money necessary or is it important? How much money is there to be had and does it really matter?

 

Rate of return on life is more important than the rate of return on our investments, bank accounts, and your retirement plan.

My name is Tom Thalman. My business is not necessarily financial. That just happens to be a consequence of the work we do together in portioning out your dollars and cents so you live freely, uniquely, and spiritually with the money you have.

 

Turning Point Retirement Associates is dedicated to hearing everything you are willing to tell us even if it saddens you or makes you happy. How will you get ready for the best things you’ve always wanted to have?

Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Are you a physician or medical professional?

We specialize in serving the needs of healthcare professionals. For more information click the button below.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

Together we create your Financial Life Vision in 5 steps.

STEP

2

Strategize

Second, we create a detailed analysis of your financial life.

STEP

3

Execute

Then, we act as your partner for life and implement a Strategic Plan.

It’s not just a financial plan; it’s about a life plan that’s purpose driven..

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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