Broker Check

Wealth Management


WHY PARTNER WITH TMS FINANCIAL FOR YOUR WEALTH MANAGEMENT NEEDS?

Bringing Your Entire Picture Together, One Piece at a Time

Life is full of milestones. Beginning your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At TMS, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority, our investment and we have built our firm around helping you succeed.

  • We’re Educated – Comprehensive Wealth Management requires not only knowledge in Investing but in Taxes and Insurance also
  • We're Local - Established over 25 years ago, we have 3 convenient locations in North East Wisconsin
  • We're Independent – Guidance with YOUR best interest at heart. 
  • We’re TransparentFull disclosure on all fees related to your plan
  • We're Experienced – Serving our 1,500 Wealth Management clients with over 60 years of experience.


OUR PROCESS

Our investment planning process consists of five phases.

  1. LISTEN - We meet to develop the relationship and establish your needs, concerns, and goals.
  2. GATHER - We collect the required data to analyze your current financial picture to determine strengths and weaknesses
  3. CUSTOMIZE - We create a plan tailored to you and your specific goals
  4. IMPLEMENT - We apply the action plan with the TMS Financial Team and resources.
  5. MONITOR – We periodically monitor all your accounts and adjust the portfolios if there is a need. We like to see or connect with you at least twice a year to review the plan and adjust accordingly if needed.


SERVICES PROVIDED

  • Wealth Management
  • Comprehensive Portfolio Management
  • Ongoing Investment Monitoring
  • Tax Sensitive Strategies
  • Advanced Income and Distribution Planning
  • Social Security Maximization
  • Estate planning
  • Individual Insurance including Life, Long Term Care, Disability and Medicare
  • Group Retirement Plans – Simple IRA, 401(k), 403(b), Solo(k), Sep IRA

Contact us with any questions and what services interest you. If you decide to utilize our services and want to know what information to gather, please use our financial questionnaire to help you prepare for the meeting. Please bring this with you to your appointment.


Additional Retirement, Investment, and Estate Resources.