are you within 10 years of retirement?


A successful  retirement involves more  than pushing a button.

Most people do not get a second chance to retire right. Yet making this important transition can be overwhelming. 

With that in mind, we'd like to offer you a free retirement guide called "Principles for a successful retirement." It is an easy 20 page read written in plain English. For instant access to the ebook, use the form below. For a hard copy, send an email to with your name and address.

At TM Wealth Management we have created a systematic approach to help people like you make the transition from working to retirement.  We have the experience, systems, and checklists to help you avoid costly mistakes and get things right the first time.

Have you asked yourself these questions?

  • When can I retire?

  • When should I take social security?

  • Is it better to move all my money into “safe” investments?

  • How much can I spend without running out of money?

  • How do I transition out of full-time work and enjoy my golden years?

Together, we can create for you a personal plan that answers all the questions above and more. It will outline what you should do from now until your last day at work and beyond. Wouldn’t that be nice to know?