Isn't it time you professionally optimized your finances?

With Ten Talents, you achieve complete coordination of your financial life. Every. Single. Part.

Enjoy transparent value and pricing with all of our experiences.

ideal for families

Grow

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

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$4,800
One-time

Includes all of the following:

3-month initial planning experience

Unlimited email and phone access

Employer benefits review and cash flow optimization

RSU and stock options guidance

Tax planning strategies

Investment accounts review

529 College savings strategies

Long-term retirement plan trajectory

Debt management recommendations

Most popular

Retire

Best for retirement topics, established retirement portfolios, and over age 55.

Schedule A Call

$7,500
One-time

Includes all of the following:

3-month initial planning experience

Advanced investment strategies for wealth preservation

Maximizing your Social Security benefits

Tax strategies: Roth IRA conversions and reducing Medicare taxes

Retirement cash flow analysis

RMD planning and withdrawal strategies

Optimizing health care plans before and after Medicare

Guidance for charitable giving in retirement

best overall value

Pro

Best for engaged delegators seeking professional investment management, tax strategy & estate planning.

Schedule A Call

$3,750 One-time
Plus 1% annually

Includes all of the following:

Professional investment management of all accounts

Annual tax return preparation and filing.

Estate planning documents and all updates/changes.

Investment decision analysis

Disciplined portfolio rebalancing

Quarterly performance reporting

Coordination of withdrawals and tax withholding

Proactive tax reduction ideas

Low-cost investment fund selection

Click here to learn more about the Ten Talents planning experience

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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!

Schedule a Call