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
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.)
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.
- In office
- Video conference
Debt Elimination for life
You will learn how to permanently eliminate debt and never use or need a credit card or loan again.
Most clients eliminate all their debt in 7 years including the home mortgage and you never have to refinance or get a consolidation loan.
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.
Maximize your retirement income with less risk
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.
To do a quick 12 minute Planswell Financial Review use this link:
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
Use your Generational vault username and password here:
Cookie Harvey, Scheduling Holly Talbot, Agent
Robert Talbot, MA, RIA Jennifer Talbot, Client Relations
604 BUDDY HOLLY PLACE
Clear Lake, IA 50428