TMS Financial

10/28/2026

Increase your knowledge on wills and estate planning! Check out this resource for expert insights on how to secure your legacy and protect your assets.

Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure.

10/26/2026

Medicare Annual Enrollment Period (AEP) is underway!

Now is the time to review your Medicare health plan and make sure it still fits your current health needs, medications, doctors, and budget. If your needs have changed, this is your opportunity to explore your options and make a change.

AEP ends December 7th, so don’t wait until the last minute!

Tom Shefchik, Insurance Consultant with TMS Financial, can help you review your Medicare options with a no-cost, no-obligation appointment.

Schedule your appointment with Tom:
https://go.oncehub.com/TomShefchik

Call Tom: 920-432-1985

Take the time to review your coverage and make sure your Medicare plan continues to work for you. Reach out to Tom today.

10/23/2026

⚾💙 LET’S GO, BREWERS! 💛⚾

The road to the World Series has been an exciting one, and TMS Financial is cheering on our Milwaukee Brewers as they take the big stage!

Wishing the Crew the best of luck as they go for it all! Wisconsin is behind you!

Bring it home, Brewers!

10/22/2026

We’re Hiring: CPA, Duluth, MN

At TMS Financial we believe a great career doesn't require burnout.

We're growing our team and currently hiring a Full-Time Certified Public Accountant (CPA) who will positively impact our clients and want to thrive in a culture that values balance, flexibility, and long-term sustainability at our Duluth, MN, location.

What sets us apart?
Flexible schedules, including hybrid options
Competitive benefits & compensation package
Great work/life balance
Employee-focused culture

You’re a great fit if you:
Have a CPA designation
Have proven experience in accounting and tax fields
Will deliver best-in-class service
Want to grow your career without giving up your life

CPAs Apply Now @ https://tmsfinancial.bamboohr.com/careers/103

10/21/2026

As Cyber Security Awareness Month, now is the time to review your digital security measures to ensure your sensitive information is fully protected. Consider changing your passwords, using multi-factor authentication whenever possible, and updating your devices to the latest software.

10/15/2026

Medicare Annual Enrollment Period (AEP) starts October 15th! Be sure to review your Medicare health plan before AEP ends on December 7th. This is the time when you can review your current plan, make sure it still suits your health needs and change it if necessary.

Contact TMS Insurance Agent, Tom Shefchik, to set up your no-cost, no-obligation appointment.

Schedule an appointment with Tom here: https://go.oncehub.com/TomShefchik

Call Tom at 920-432-1985

Safeguard your future with TMS Financial's Insurance Planning. Build a comprehensive plan tailored to your needs. Contact us to secure your tomorrow!

10/14/2026

Choosing a wealth advisor is an important decision, and asking the right questions can make all the difference.

In this video, Jake Vande Voort, Wealth Advisor at TMS Financial, shares 3 key questions to ask a wealth advisor to help you feel more confident about your financial future.

Whether you’re looking for guidance on retirement, investments, or your long-term financial goals, knowing what to ask is a great place to start.

Watch the video to learn what to consider when choosing the right advisor for you!

Schedule an appointment with a TMS Wealth Advisor here: https://www.fmgwebsites.com/780e0a1d-cddf-45d1-8bbc-4faa9fd0a155/schedule-an-appointment-investments

10/13/2026

We’re Hiring: CPA, Duluth, MN

At TMS Financial we believe a great career doesn't require burnout.

We're growing our team and currently hiring a Full-Time Certified Public Accountant (CPA) who will positively impact our clients and want to thrive in a culture that values balance, flexibility, and long-term sustainability at our Duluth, MN, location.

What sets us apart?
Flexible schedules, including hybrid options
Competitive benefits & compensation package
Great work/life balance
Employee-focused culture

You’re a great fit if you:
Have a CPA designation
Have proven experience in accounting and tax fields
Will deliver best-in-class service
Want to grow your career without giving up your life

CPAs Apply Now @ https://tmsfinancial.bamboohr.com/careers/103

10/12/2026

Good food. Great teammates. Time to refuel!

At TMS Financial, we know that taking a moment to step away, connect, and enjoy some time together is an important part of building a strong team.

Our recent pizza lunch gave our teammates a chance to relax, catch up, and enjoy some laughs together before getting back to what we do best—providing exceptional service and support to our clients.

We’re grateful for the people who make TMS Financial such a great place to work.

Because when we take care of our team, our team is better prepared to take care of our clients.