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Your Financial Journey

 

Eliminate retirement confusion and stress in a

four step process

You can have peace concerning your financial success

 

even when the markets are bad.

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Financial  Planning is complex  -   Eliminate the confusion

 

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Our Ideal Client

  • Joint income of $100,000 a year or more  (all incomes benefit)

  • Ages 50 - 70 years of age  (all ages benefit)

  • You want to do better than hope things will work out in retirement

  • You want to eliminate retirement confusion through teaching

  • Your want a plan designed for your goals and situation

  • You want top shelf teaching and service

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Easy Four Step Process

 

1.  Brief 5-10 minute phone call to share your goals and concerns.

 (We decide together if we continue to next steps.)

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2.  Fact Finding meeting and foundational teaching

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3.  Implementation meeting teaching you the opportunities available and you choose your next steps.

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4.  Ongoing 6 month and 12 month reviews with special meetings called anytime you want a second opinion or extra perspective. 

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Meeting Modalities:

 - In office

 - Video conference

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Debt Elimination for life

 

 

 

 

You will learn how to permanently  eliminate debt and never use or need a credit card or loan again.  

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Most clients eliminate all their debt in 7 years including the home mortgage and you never have to refinance or get a consolidation loan.

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Tax reduction for high net worth clients and estates

You learn the rules about how to manage taxes for optimal financial success.  Planning can result in a zero tax bracket in retirement for all income earners.

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Maximize your retirement income with less risk

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You learn how traditional Monte Carlo strategies are risky and expensive.  You learn how to insure your retirement income with diverse account types for peace of mind in retirement.

A full Financial Design
- Your professionally designed Retirement plan

Will you have enough for retirement?


You design your own comprehensive financial design to reach your maximum financial potential.  

Our Fees:

Your 4 step process is Free.  

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You will learn the hidden fees and costs in the financial world for your success.

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Links

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To set a 60 minute meeting with Robert use this calendar link:

Your Private link to TFD calendar

 

To do your Color Of Money Risk assessment use this link:

Your Private link to your Risk Assessment

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Use your Generational vault username and password here:  

Your Generational Vault Link

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Holly Talbot, Agent

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Robert Talbot,  MA, RIA            Jennifer Talbot, Client Relations


Clear Lake, IA  50428

515-575-9282

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