TMS Financial

TMS Financial TMS Financial provides comprehensive wealth management, tax, insurance, and accounting services. Please see https://www.tmsmoney.com/ for full disclosures

Our experienced team delivers exceptional service to help you achieve your financial goals. We are trusted specialists in taxes, investments, retirement planning, accounting, mortgages and health and life insurance. Starting a small business or already established? Talk to us - we can help. We've been serving clients in the local community for over 30 years.

Please join us in welcoming Matt Schutte to TMS Financial! We're excited to welcome Matt Schutte, Wealth Advisor, to the...
08/28/2026

Please join us in welcoming Matt Schutte to TMS Financial!

We're excited to welcome Matt Schutte, Wealth Advisor, to the TMS Financial team! Matt brings extensive experience in wealth management and financial planning, along with a passion for creating customized financial strategies that help clients pursue their goals. He has also earned the Certified Financial Planner™ (CFP®) designation, reflecting his commitment to providing comprehensive financial planning and trusted guidance to clients.

Matt will be serving clients at our new Appleton location and new Peshtigo location:
📍 Appleton: W6110 Aerotech Drive, Suite B
📍 Peshtigo: 341 Oconto Avenue, Suite 101

If you're looking for personalized guidance and a comprehensive review of your financial picture, we invite you to connect with Matt and our team.

Call 920-432-1985 or visit https://go.oncehub.com/MattSchutte to schedule an appointment today.

Welcome to TMS Financial, Matt! We're excited to have you on the team and look forward to the experience and expertise you'll bring to our clients and communities.

08/28/2026

A new chapter is about to begin!

Tomorrow, construction officially begins on TMS Financial’s new Ashwaubenon office!

Our team celebrated with a ceremonial first swing as we kick off the transformation of our 5,700-square-foot space. The new office will include updated workspaces, conference rooms, private offices, and a welcoming client area.

We can’t wait to watch it all come together! Coming Fall 2026.

A New Chapter for TMS Financial!We’re excited to announce that construction officially begins tomorrow at our Ashwaubeno...
08/28/2026

A New Chapter for TMS Financial!

We’re excited to announce that construction officially begins tomorrow at our Ashwaubenon, office!

To celebrate this exciting milestone, our team gathered for a ceremonial first swing, marking the start of the transformation of our 5,700-square-foot interior office space.

The remodeled space will feature new private offices, conference rooms, a welcoming reception desk, a comfortable client waiting area, and shared workspaces.

We’re excited to watch this space take shape and look forward to welcoming clients into our completed office in Fall 2026!

A special thank you to Bayland Buildings for serving as the Design/Build General Contractor and helping bring our vision to life. We can’t wait to see the finished space!

Here’s to growth, new opportunities, and an exciting future for TMS Financial!

08/26/2026

What Should You Do With Your Old 401(k)?

Changing jobs doesn’t mean you have to leave your old 401(k) behind without considering your options. In fact, you may have several choices:

1️⃣ Leave it where it is – Depending on your plan, you may be able to keep your retirement savings with your former employer.

2️⃣ Roll it into your new employer’s 401(k) – Consolidating accounts may make managing your retirement savings easier.

3️⃣ Transfer it to an IRA or Roth IRA – This may provide additional investment and planning options, depending on your situation.

4️⃣ Take a distribution – You can choose to withdraw the money, but taxes and potential penalties may apply depending on your circumstances.

Every situation is different, and the right choice depends on your retirement goals, investment options, taxes, fees, and overall financial picture.

Watch our video to learn more about your options, then give TMS Financial a call at 920-432-1985 to speak with a Wealth Advisor about what may make sense for you.

Packing for college can be an arduous task. It’s not like packing for vacation or a day by the water! There’s so much mo...
08/26/2026

Packing for college can be an arduous task. It’s not like packing for vacation or a day by the water! There’s so much more to think about, since your child will be on their own! Use this packing list to keep things organized!

https://pnhs.psd202.org/documents/nhoch/1557928308.pdf

Giving back to our community is an important part of who we are at TMS Financial. Four members of the TMS team recently ...
08/25/2026

Giving back to our community is an important part of who we are at TMS Financial.

Four members of the TMS team recently participated in the 2026 Classic for Kids Golf Outing at Oneida Golf & Country Club, supporting CASA of Brown County and their mission to make a lasting difference in the lives of children, youth, and young adults who have experienced abuse or neglect.

CASA of Brown County empowers these young individuals by partnering with volunteers who provide court-appointed advocacy and supportive mentoring – helping create positive change and brighter futures.

We’re proud to support organizations like CASA of Brown County that are doing meaningful work right here in our community. Thank you to everyone who helped make this event a success!

Pictured left to right: TMS team members Kristie Bloch, David Tassoul, Brett Pansier, and Will Sullivan.

Planning for the future of a loved one with special needs can feel overwhelming, but you don't have to navigate it alone...
08/25/2026

Planning for the future of a loved one with special needs can feel overwhelming, but you don't have to navigate it alone.

Join Patrick MacGrath, Wealth Advisor, for a Special Needs Planning Workshop designed to help families better understand the important financial and legal considerations involved in planning for lifelong care and support.

During this complimentary workshop, you'll learn about:
Coordinated planning strategies
Protecting valuable government benefits
Creating a plan for lifelong financial support
Steps you can take today to help prepare for tomorrow

Whether you're just beginning the planning process or looking to strengthen an existing plan, this workshop will provide valuable insights and practical guidance to help make sense of it all.

Location:
TMS Financial - Green Bay Office
2700 Vernon Drive

Date:
Wednesday, August 26 | 1:00 – 2:30 p.m.

Light refreshments will be served.

We encourage anyone interested in learning more about special needs planning to attend.
Space is limited. To reserve your spot or learn more, please contact our office at 920-432-1985.

Warmest Wishes on Senior Citizens Day – August 21. For all you do and have achieved for the good of our communities, we ...
08/21/2026

Warmest Wishes on Senior Citizens Day – August 21. For all you do and have achieved for the good of our communities, we say thank you! And, as Mr. Spock might say, “Live long and prosper.”

08/20/2026

Taco Time at TMS Financial!

Our Accounting Team brought everyone together for a fun-filled Fiesta Lunch! Team members enjoyed building their own tacos, sharing plenty of laughs, and enjoying dessert.

At TMS Financial, we know that great teamwork translates into exceptional client service. Taking time to connect, collaborate, and enjoy each other’s company helps us build a stronger team – and a stronger team is better equipped to serve our clients and their financial needs.

A big ¡muchas gracias! to our Accounting Team for putting together such a fun lunch! 🌮❤️

08/19/2026

Life insurance is about protecting the people who matter most.

Life can change unexpectedly, and having the right life insurance coverage can help provide financial protection for the people who depend on you. Whether it's replacing income, helping cover a mortgage or other debts, funding future education, or protecting the financial goals you've worked hard to build, life insurance can play an important role in your overall financial plan.

🎥 In this video, we take a closer look at why you may need life insurance and how it can help protect your loved ones and your financial future.

If you're unsure whether you have the right coverage – or if you need coverage at all – we're here to help you make sense of your options.

Call TMS Financial at 920-432-1985 to schedule an appointment and learn more.

Address

2600 Larsen Rd
Green Bay, WI
54303

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm

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