Broker Check

Wondering what your retirement from Toyota Motor Manufacturing Indiana will look like?

Get a Free Retirement Checkup from the The Oldham, Pearson, White & Monroe Group to find out how you can meet your retirement goals.

Meeting your goals for your retirement doesn’t happen by accident – it requires a plan. 

Meeting your goals for your retirement doesn’t happen by accident – it requires a plan. 

The Oldham, Pearson, White & Monroe Group has been helping TMMI employees with their retirement planning for years. And we can help you, too.

Located just five minutes from the TMMI plant, The Oldham, Pearson, White & Monroe Group is now offering a free, no-obligation Retirement Checkup for Toyota employees starting to plan their retirement. We’ll look at your current savings and investments, your retirement goals, and what it takes to get from here to there.

Your Free Retirement Checkup Includes:

Your Free Retirement Checkup Includes:

A retirement plan tailored specifically for you and is designed to answer the most important question: When can I retire?

Our process includes two meetings, Discovery and Presentation, and takes approximately 2 – 4 weeks to complete.

During the Discovery Meeting we will take the time to understand your current situation and retirement goals. Then our team of experienced financial professionals will work together to build your custom retirement plan.

Once complete we will reconvene for your Presentation Meeting where we will have answers to the following questions:

  1. When can you retire?
  2. When is the best time for you to claim Social Security?
  3. How can you use your investments to supplement Social Security?
  4. How much monthly income can I expect to have?
  5. How can you manage taxes in retirement?

What you won’t get is a sales pitch. There is no commitment on your part. If at the end of the presentation meeting, you would like to become a client, we will then discuss our client onboarding process and next steps. 

Schedule Your Checkup or Ask a Question

To schedule your Checkup, just fill in the information below. We offer early morning and late evening hours to accommodate you no matter which shift you’re on.

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Meet Our Team

David  Oldham

David E. Oldham, CWA®

Director, Financial Advisor

James Pearson

Jim Pearson, CWA®

Senior Vice President, Financial Advisor

Cathy White

Cathy White, CWA®

Vice President, Financial Advisor

Matt Monroe

Matt Monroe, CFP®

Financial Advisor

Jacinda Hughen

Jacinda Hughen, CFP®

PWM Financial Planner

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