Achieve confidence - Avoid surprises - Arrive safely

With Ten Talents, you experience complete coordination of your financial life.

Enjoy transparent value and pricing.

Our signature, all inclusive offering

Pro

Best for engaged delegators seeking a team of professionals to guide them into and through retirement.

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$5,000 One-time, then
1% Annually
($2,500/quarter minimum)

Includes all of the following:

Ongoing professional partnership

Access to the Ten Talents Retirement Blueprint

Professional investment management included

Tax prep, filing, & proactive strategy throughout the year

Investment decision analysis

Retirement income optimized for taxes in retirement

Click here to learn more about the Ten Talents planning experience

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Our financial planning experience includes these valuable benefits:

Transparent pricing that protects you from hidden investment fees

A thinking partner for retirement decision making

A clear, forward-looking vision for your financial life

Financial optimization that you couldn’t accomplish alone

An experienced retirement guide to help you avoid common, but costly, financial missteps

Candid, trustworthy financial advice that isn’t clouded by the motivation to sell you financial products

Technical expertise combined with emotional sensitivity to financial decisions

Confidence that your retirement plan will result in the lifestyle you envision for yourself

Ready to optimize every part of your finances?

Book an introductory call today!

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