01. About Us
At Turning Point Retirement Associates, we put your life—not just your money—at the center of financial planning. Our client-first, fiduciary approach helps you prepare for retirement with clarity, confidence, and peace of mind.
02. Our Philosophy
We believe financial planning is about more than numbers—it’s about creating direction, balance, and freedom. By aligning your money with your values, we help you build a retirement that’s both meaningful and sustainable.
03. Our Process
Our process begins with your story. We listen, learn what matters most, and design a personalized financial plan that adapts as life changes—guiding you from today’s concerns to tomorrow’s confidence.
Our Services
Meet Your Advisor
Tom Thalman
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.
We manage assets for individuals and families, providing investment management, and financial planning services.
FAQ
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What does it mean that you are a fiduciary financial advisor?
As a fiduciary, I am legally and ethically obligated to put your best interests first in every recommendation. This ensures that the retirement planning, tax strategies, and investment advice I provide are always designed around your unique needs, not products or commissions.
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Who do you typically work with?
I specialize in helping pre-retirees between the ages of 59 and 64 who are approaching one of life’s most important transitions. My clients are often professionals, executives, and healthcare practitioners who want clarity, confidence, and direction as they prepare for retirement.
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What services do you provide?
I offer comprehensive financial planning services, including:
- Retirement planning to help you transition from earning a paycheck to drawing reliable retirement income.
- Investment planning to align your portfolio with your lifestyle, values, and risk tolerance.
- Tax planning strategies to help you keep more of what you’ve earned.
- Estate and legacy planning coordination to protect your family’s future.
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