meet elouise armstrong


Other Professionals we routinely work with are listed below.

These professionals are unaffiliated with TWM.

Financial Advisor


​​Steve has successfully completed the Series 65 Law Exam.  He operates within the capacity as a fiduciary when advising his clients.  Attended Middle Tennessee State University and has been helping clients for 23 years.


Steve began his career helping companies and their employees with their 401k plans.  His dedication and expertise in this area led to great success with a 50 million dollar book of business.  


TWM is Miami Valley's  Premier Full Service Financial Planning Firm!

Veterans Benefits


The Law Office of Scott W. Sexton is specializes in serving veterans, spouses and surviving spouses of veterans who are seeking Veteran Affairs "Improved Pension and Aid and Attendance," a federal assistance program offering monthly support for long-term care assistance.

Through our partnership with financial services professionals and attorney's across the nation, we offer a range of services to the nearly 2 million veterans and widows who may qualify for Improved Pension and Aid and Attendance. Benefits are payable by the Department of Veterans Affairs to veterans, spouses, and surviving spouses who are disabled or frail and might have trouble living on their own.


He along with his accredited staff have processed over 9000 cases. 

Home Health Care

Skilled & Non-Medical


By providing a broad spectrum of services including skilled nursing, home health aides, physical/occupational/speech therapy and behavioral health we tailor your plan of care to your unique need.  

In addition, we accept over 40 insurance plans including state waiver and passport.


Our goal is to keep you and your loved ones independent, healthy and secure. 

Meet Steve Temple

About our firm

meet tim thomas









           

Home Staging & Senior Down-Sizing


Downsizing? Wanting to get the best resale price for your home?  This team of professionals have solutions that will help!


She is known as the premier firm in the Miami Valley for the unique services she offers.  


Additionally, this firm also specializes in down-sizing.  It is never easy to leave a home after one has been there for 20, 30, 40 even 50 years.  However sometimes it becomes necessary.

our team approach



Today things are changing rapidly! The rules change, taxes change, markets are riddled with volatility.  We believe that no longer can one best serve the needs of a client unless they have a team approach and a process to validate all financial decisions.  TWM has assembled a team of qualified professionals and a process to help clients make the right choice.  


Every member of our team understands the importance of integrating and coordinating all of ones important financial decisions.  We work together until the issue is solved to the client's satisfaction and understanding.

Tax Planning


Our team of CPA's and tax professionals provide tax planning, preparation and filing services for our clients year round. Through proper tax planning, you receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.


We calculate and explain the tax effects of major transactions such as a new home purchase, child birth and more. Our proactive planning philosophy allows you to minimize tax burdens.

 Agent & Client Relationship Manager

Technology and access to reliable information is paramount when preparing for retirement. Tim is a great asset to our team as he specializes in technology skills and is a very intelligent young man.

Tim will be working directly with Steve to prepare for client meetings and the periodic reviews we conduct with our clients. Additionally, during our initial interview process, he has expressed interest in getting licensed and pursuing a career as a Financial Planner with our firm.

...Retiring before age 65 & Need Insurance

...Already Retired and want a qualified 2nd                          Opinion on Medicare & Medicare Supplements?


RetireMED®iQ, an independent health plan advisory service that offers trusted guidance to individuals in need of insurance options upon retirement. 

Our goal is to give you information and guidance so you can choose the insurance plan that best fits your retirement budget, needs and lifestyle. 

Our team of health-plan experts works directly with you to help you explore your insurance options.


We are your retirement advocates: our team works on your behalf with your insurer to help answer your questions and resolve complex health plan issues.


Click here no get started to receive FREE analysis.               

Office Manager

I first met Elouise and her husband Craig at one of our educational sessions.  They went through the planning process and became clients.   


Elouise strongly believes in the importance of the work we do and how we truly help people plan for retirement.


Elouise brings a wealth of knowledge with respect to relationship skills and office organization.  Truly a blessing to have her on our team.