Financial Planning Questionnaire

TALON WEALTH

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11974 CR 101, Suite 103
The Villages, Florida 32162

(800) 838-6950

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Elk Grove, CA
Folsom, CA
Lake Mary/Longwood, FL
Omaha, NE
Palm Coast, FL
Roseville, CA
St. Augustine, FL
The Villages, FL
Tulsa, OK

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Mike Lester is an investment adviser representative of Talon Private Wealth, LLC, a SEC registered investment adviser. http://www.finra.org/ FINRA https://www.sipc.org/

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision

Florida License D056341. California License 0N00828. Talon Wealth is The official Wealth Management Team of the Florida Gators. Compensation was paid to Learfield for partnership with the Gators as of January 2023.

Check the background of this investment professional on FINRA’s BrokerCheck.

Insurance license Florida License # D056341, California License#: 0N00828