Talbot Financial Designs
515-575-9282
have you started to plan for your retirement?
Does retirement planning have you feeling confused?
Talbot Financial Designs
Are you confused about retirement planning? Does it seem to be an ever-changing web of endless navigation? Do you hear what someone else is doing or what another financial entertainer suggests, and you just end up more confused than you were before?
we can help you
You’re not alone, and you don’t have to figure this out on your own. Doing a web search or talking to a co-worker around the water fountain about your financial future will likely yield you little to no results. Let us help you take the confusion out of financial planning.
our simple 4-step process
1. Brief 5-10 minute phone call to share your goals and concerns.
(We decide together if we continue to the next steps.)
2. Fact Finding meeting and foundational teaching.
3. Implementation meeting teaching you the opportunities available and you choose your next steps.
4. Ongoing 6-month and 12-month reviews with special meetings called anytime you want a second opinion or extra perspective.
talbot financial designs
Talbot Financial Designs is a Licensed and Registered Investment Advisor, helping retirees and pre-retirees make sense of their finances. We provide objective financial planning services, with a focus on retirement income planning and preserving your hard-earned wealth.
Our team has the expertise to help you navigate the ever-changing landscape of retirement. We'll work tirelessly to ensure you have the information and resources you need to make confident decisions about your financial future.
Get Your free pdf, eight obstacles to retirement planning
benefits you'll get
Some of the benefits of working with us are debt removal, preparation for the future, being your own bank, peace of mind, money that can grow, and security for your family to name a few.
Get Your free pdf, eight obstacles to retirement planning
These 8 KEY FACTORS are critical to designing a solid financial plan that will serve you and your loved ones for years to come. Don’t wait, and don’t do it alone. The sooner you get started, the better the outcome for your financial future.
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