1776 Heritage Center Drive,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Tom Thalman, CFP®
Tom Thalman has always been involved in “people helping” careers. After graduating from Bowling Green State University in Ohio with a degree in psychology he worked in a counseling center in Cleveland for several years. Following this he moved back to his hometown of Dayton, Ohio, attended Sinclair College, and embarked on a career in respiratory care where he worked in hospitals in Ohio and later in North Carolina.
It’s somewhat of a leap that Tom found an interest in finance and financial planning in the mid-90s. He obtained all of the licenses necessary to work in the industry in less than a year. During this time he was in medical sales and quickly transitioned to be an investment representative and financial advisor full time. Joining two large investment firms and gaining valuable experience in both companies over the next 18 years, he decided to become an independent financial planner and associated with Colorado Financial Service Corporation.
This affiliation affords Tom far more independence in working with his clients and he is not bound by certain products or shareholder wishes. His practice is fee based in nature and he works with many health care practitioners and doctors, company executives, and retirees. He credits his interest in planning from his health care background because a good health care practitioner has a care and treatment plan for the patient. Why should it be any different with someone’s life savings? The next obvious step in his career was obtaining the CERTIFIED FINANCIAL PLANNER™ certification to round out his education and annual continuing education.
In the last 25 years, Tom has evolved into a Financial Life Planner. This behavioristic model is especially suited for people who want to focus on family, spirituality, and the freedom to roam and experience life in a context they never imagined.
Tom is married to Jan, who recently retired from Duke University Medical Center after serving as Director of Respiratory Care for 39 years. Tom and Jan play outside a lot and enjoy living in the country in Wake Forest. While Jan does her gardening, arts, and crafts Tom plays drums and does various chores on their lot. Motorcycling and boating are also at the top of their activities list.I always enjoyed a new challenge and each of these careers equipped me to work with families and people whose health was compromised.– Tom ThalmanBeing a CFP® professional doesn’t make me special, it helps me stay on my toes with all the regulations and fiduciary standards we must abide by annually.– Tom Thalman
*Currently associated with Colorado Financial Service Corporation.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.