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Because you deserveFinancial Care 
That Feels Pers nal.

Your Partner for Lifelong Financial Confidence. TMS Financial is your All-In-One Resource for complete financial well-being.

Meet our team

Welcome Matt Schutte, CFP

Schedule with Matt
Why choose usComprehensive financial Guidance for every stage of life

Why choose usComprehensive financial
Guidance for every stage of life

2We don't just manage finances—we build meaningful, lifelong relationships. Our commitment is driven by our Core Values and a focus on your success:

Exceptional Service for All: Every client is our top priority, ensuring you always feel valued and supported.

Education & Coaching: We take the time to educate and coach you, empowering you to make informed decisions.

Creative Thinking: We focus on the big picture, embracing innovative strategies to navigate complex financial landscapes.

+1992
Established

+72
Staff Members

+12
Staff with CPA, EA, CFP or ChFC

Who we serveSupporting families, businesses, & Our communities

Whether you are building your personal wealth or growing a business, TMS Financial is structured to serve your distinct needs.

Business & Corporations

Business & Corporations

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Individuals & families

Individuals & families

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Special needs families

Special needs families

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Organizations & Nonprofits

Organizations & Nonprofits

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what we doCoordinated solutions for your full financial picture

As a full-service provider, we offer four powerful services that work together to simplify and optimize your financial life:

wealth management

Goal-based investing, comprehensive portfolio management, advanced income/distribution planning, and maximizing Social Security/Pension.

Tax Preparation

Year-round preparation and planning for individuals, estates, S-Corps, C-Corps, Sole Proprietors, and Non-Profits, all focused on maximizing deductions.

Business Services

Full-service payroll, accounting/bookkeeping, new business setup, proactive business planning, and QuickBooks training.

Insurance Solutions

Life, Medicare, Health (ACA), Disability, Long Term Care, and Key-Person Insurance, with complimentary policy reviews.

Find solutions tailored for you

beginning our processOur Process Keeps
you moving forward

We follow a disciplined and personalized approach to ensure your solutions are precisely tailored to your unique situation.

  • We begin by listening deeply to understand your current situation, goals, and concerns.

  • We continuously monitor your plan, providing ongoing education and coaching throughout your lifelong financial journey.

Who we areA collaborative team built to support you

TMS Financial is committed to achieving our Vision: To be the premier provider of comprehensive tax and financial services for all. We operate with integrity and a client-first focus, proudly serving our communities with three convenient locations in Green Bay, Wrightstown and Duluth. Our team is dedicated to becoming your most trusted financial partner.

Discover Who We Are

Let's Get Started3 Convenient Locations