TMS Financial

10/16/2026

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

10/15/2026

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.

10/08/2026

Medicare AEP starts in ONE WEEK!

The Medicare Annual Enrollment Period (AEP) begins October 15, so now is the time to review your coverage and make sure your plan still fits your needs.

In this video, Tom Shefchik shares important information about AEP and what you should know before enrollment begins.

Don’t wait until the last minute! Schedule an appointment with Tom today by calling 920-432-1985 or visiting www.tmsmoney.com. You can also schedule directly here: https://go.oncehub.com/TomShefchik.

10/06/2026

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
2680 Vernon Drive

Wednesday, October 7, 5:30 – 7:00 p.m.
Wednesday, October 21, 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.

10/01/2026

What are you doing between October 15 and December 7? If reviewing your Medicare health plan isn’t on your list, please consider adding it. This is the time when you can review your current plan, make sure it still suits your health needs and change it if necessary.

TMS Insurance Agent, Tom Shefchik, can help you navigate your options.

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

Call Tom at 920-432-1985

Discover comprehensive financial guidance with TMS Financial. Explore our Business Services & Wealth Management solutions. Contact us today to start your financial journey!

09/30/2026

Construction Update | Green Bay

We’re currently making improvements to our building at 2700 Vernon Drive in Green Bay. During construction, clients and visitors should use our temporary entrance.

Watch the video for a quick look at where to enter, and be sure to follow the posted signs when you arrive.

Thank you for your patience and understanding as we work to improve our facility while continuing to serve you. We appreciate your continued trust in TMS Financial.

Construction at 2700 Vernon Drive does not affect our building at 2680 Vernon Drive, which remains accessible as usual.