Tom Thalman
Financial Plananer
Turning Point Retirement Associates
1776 Heritage Ctr Dr #204
Wake Forest, NC 27587, US
Professional Details
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.
In the last 30 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.
Areas of Expertise
- Financial Planning
- Retirement Income Planning
- Social Security Planning
Credentials
- Certified Financial Planner (CFP)
- Chartered Retirement Planning Counselor (CRPC)
- Investment Adviser Representative (IAR)
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
