Get Your Retirement Flight Plan

With the information you provide, we can gain a more detailed insight into how our team might be able to help you.

In the next meeting, we’ll spend an hour together on a video call or in-person to better understand you, your family, and what you want out of your retirement.

We’ll take all this information and our financial planning team will build a plan.

This plan will give you a comprehensive look at your financial life and provide you with an income and expense plan. You’ll gain insight into your projected retirement and how things can change based on actions we could take next.

This is a complimentary service—you can use this plan with or without a Talon financial advisor.

We’ll hit the ground running and take action on the plan we formulated.

Our investment team, backed by decades of academic research, will ensure your investments are optimized.

We’ll introduce you to essential logins and software that keep you informed about what’s happening with your money at all times.

After we initiate your plan, our team will always be available to answer your questions. We continually monitor your investments and actively adjust based on the many factors our experts use to analyze your portfolio.

Moving forward, we’ll set a regular meeting schedule to ensure we stay on track:

In January, we’ll review how we did the previous year and plan for the year ahead.

In the summer, we’ll have an accountability check-in meeting to ensure that any action items have been completed and that our plan is on track.

At the end of the year, we’ll start prepping for the following year, paying close attention to tax planning and tax loss harvesting.

Retirement & Financial Planning

Will your plan stand the test of time? Get a comprehensive financial plan that provides the blueprint for your retirement.

Investment Review & Management

Have you been promised guaranteed returns through an annuity and feel skeptical about those promises? We’ll stress test any investment—complimentary!

Our highly accomplished investment team can manage your portfolio on an ongoing basis to help ensure you’re maximizing what your money can do.

Portfolio Risk Analysis

Get a complete portfolio analysis showing where you’re taking the most risk and where your portfolio is most efficient.

Our fee structure is designed to be fair and transparent, reflecting our commitment to your financial success. We charge a straightforward fee based on a percentage of the assets we manage on your behalf. This approach aligns our interests with yours—when you do better, we do better.

Unlike some advisors, we do not accept commissions or kickbacks, ensuring that our recommendations are solely in your best interest. As fiduciaries, we are legally and ethically bound to act in your best interest at all times, providing you with unbiased and personalized financial advice.

We work with leading financial custodians like Charles Schwab, Fidelity, and Altruist. Your money is held independently and managed by Talon Wealth with your permission.

We believe in active portfolio management. No “hang in there” strategies. As you approach and enter retirement, it’s not so easy to wait around for the market to bounce back. We aim for the highest rate of return while minimizing risk as much as possible.

We don’t recommend product sales like annuities. It doesn’t feel very good when a financial salesperson pushes high-fee products on you to make themselves a hefty commission. We’re fiduciary financial advisors with an emphasis on strategic investing.

We’re focused on preserving your current standard of living, adjusted for inflation and taxes moving forward, no matter how long you live through long-term financial planning. It’s an ongoing relationship—we’re your partner in retirement.