James "JT" Talley
Born and raised in Tampa, Florida, JT attended the University of Central Florida. It was there he discovered his passion for assisting his colleagues with financial decisions. JT married his college sweetheart and they recently welcomed their first child, Hudson. Their family also includes their English Cream Golden Retriever, Scout. JT is currently earning his MBA from the University of Florida. In his free time, he enjoys spending time with his family, volunteering in the Tampa area, and cheering on his Knights & Gators!
JT's goal as your Financial Advisor is to add value by helping make methodical decisions through your working years to retirement. He wants to make a difference in people's financial lives. Stability. Confidence. Clarity. This is what he longs for with every one of his clients.
Retirement Income Planning
Building a sound strategy for your retirement is important. Being able to maintain your accustomed lifestyle into your retirement years and even potentially increase your post-retirement income is the ultimate goal.
Before building a strategy for the years ahead, it’s important to fully understand where you are today. The Living Balance Sheet® provides a wide-angle view across the four critical financial domains and shows how they work together. That knowledge, in and of itself, can transform the way you live your retirement life and liberate you to spend and enjoy assets more readily during your lifetime.
Planning for Business Owners
Our strategies are designed to protect that which you have built, while helping you to maximize your opportunities and the value of your business.
We specialize in working with business owners in three distinct areas: Asset Protection, Wealth Building and Exit Strategies. We have found that our ability to help clients define their vision, goals and risks has a great impact on how they approach their finances going forward, and can help them reach their financial goals.
Disability Insurance
Your ability to earn income is the single greatest asset on your balance sheet. Your entire financial plan is predicted on whether or not you can work. Disability Insurance, or "Income Insurance," is the most important financial decision you will ever make. It is Chapter 1 in your financial planning playbook.
Disability Insurance can be complicated. Our goal is to make it as simple and easy as possible. Through education and information, we will ultimately empower you to make the best decision possible.
