Tolsma Investments

Our Mission

At Tolsma Investments, LLC, we believe that everyone deserves a trusted steward to guide them in making informed financial decisions. As a fiduciary, our founder and managing director, Jeff Tolsma, is dedicated to providing transparent, unbiased financial planning and investment advice to individuals and families.

Who We Are

Jeff Tolsma is a CERTIFIED FINANCIAL PLANNER (CFP) and a registered investment advisor with over six years of experience in the financial industry. Prior to starting Tolsma Investments, LLC, Jeff worked for Fidelity Investments, where he managed over $450 million in assets and held over 800 appointments per year. Jeff's comprehensive approach to financial planning and investment management is rooted in his commitment to being a fiduciary, meaning he prioritizes his clients' interests above all else.

Our Services

At Tolsma Investments, LLC, we offer a range of services designed to help individuals and families achieve their financial goals. Our services include:

• Investment Advisory & Wealth Planning: We work with clients to create a personalized plan, tailoring their investment strategy to their unique circumstances, financial goals, and risk tolerance.
• Retirement Planning: We help clients build a sustainable income stream in retirement, taking into account the complexities of Social Security, pensions, and other sources of retirement income.
• Savings Strategy and Budgeting: We help clients develop a comprehensive budget and savings strategy, ensuring they are on track to meet their financial objectives.
• Employer Benefits - 401(k)/403(b)'s, HSAs, and More: We advise clients on how to optimize their employer-sponsored benefits, ensuring they make the most of these valuable resources.
• Income Strategy: We develop a customized income strategy to ensure clients have a steady income stream in retirement.
• Asset Allocation and Diversification: We help clients allocate their assets to minimize risk and maximize returns, utilizing a diversified portfolio of stocks, bonds, and other investments.
• Tax-Efficient Investing: We work with clients to minimize their tax liability, ensuring they keep more of their hard-earned money.

Why Choose Us

At Tolsma Investments, LLC, we pride ourselves on our commitment to transparency, honesty, and unbiased advice. As a fiduciary, we put our clients' interests first, ensuring they receive personalized attention and guidance every step of the way. We believe everyone deserves a trusted advisor, and we're dedicated to being that trusted partner in your financial journey.

Getting Started

At Tolsma Investments, LLC, we understand that every client is unique, with their own set of financial circumstances and goals. Our comprehensive approach to financial planning and investment management is designed to help clients achieve their objectives, regardless of their starting point. If you're looking for a trusted advisor to guide you in making informed financial decisions, we invite you to learn more about our services and how we can help you achieve your financial goals.