Achieve confidence - Avoid surprises - Arrive safely

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

Enjoy transparent value and pricing with all of our experiences.

ideal for families


Best for non-retirement topics, household income of at least $250,000 per year, and under age 55.


Includes all of the following:

3-month planning experience

Investment accounts review

Tax planning strategies

Decision and trade-off analysis

Employer benefits review and cash flow optimization

Employer stock guidance

Debt management recommendations

Best overall value


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

$3,750 One-time
1% Annually ($2,500/quarter min.)

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

Estate plan creation & updates

Perfect for DIY portfolios


Best for DIY portfolios (rental real estate, Vanguard, business owners).


Includes all of the following:

4-month planning experience

Retirement projection

Cash flow analysis

Tax return review and analysis

Insurance review and analysis

Debt management recommendations

Employer benefits review

DIY resources provided

All of our experiences include these valuable benefits:

Transparent pricing that protects you from hidden investment fees

A thinking partner for retirement planning

A clear, forward-looking vision for your financial life

Financial optimization that you couldn’t accomplish alone

An expert 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!