Talon Wealth Management - Folsom, California

Talon Wealth Management: A Comprehensive Overview

For individuals and families seeking expert financial planning services, Talon Wealth Management presents a compelling option. Located in Folsom, California, Talon Wealth Management is a dedicated firm committed to providing personalized and comprehensive financial guidance. This document aims to furnish potential clients with a detailed understanding of the firm, its operations, and the benefits of engaging their services. They operate from their office at Address: 620 Coolidge Dr #220, Folsom, CA 95630, United States, and can be reached at Phone: 9169258900. Their website, Website: talonwm.com, offers further information and resources.

Specialties: Financial planner. Talon Wealth Management specializes in a broad spectrum of financial services, meticulously tailored to meet the unique needs and goals of each client. Their core competencies encompass retirement planning, investment management, estate planning, tax planning, and risk management. They distinguish themselves through a consultative approach, prioritizing a deep understanding of a client’s current financial situation, risk tolerance, and long-term aspirations.

Other points of interest: Talon Wealth Management demonstrates a strong commitment to accessibility and client comfort. They offer a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet, ensuring inclusivity for all visitors. Appointments are strongly recommended to guarantee dedicated attention and facilitate a thorough discussion of individual needs. Furthermore, they provide standard restroom facilities.

Services Offered

Talon Wealth Management's service portfolio is designed to address a wide range of financial challenges and opportunities. Here's a breakdown of their key offerings:

• Retirement Planning: They assist clients in developing customized retirement strategies, incorporating factors such as desired lifestyle, potential longevity, and market conditions. This includes projecting retirement income needs, optimizing savings and investment strategies, and exploring various retirement account options (e.g., 401(k), IRA, Roth IRA).
• Investment Management: The firm offers portfolio management services, constructing and managing investment portfolios aligned with clients’ risk profiles and financial goals. They utilize a diversified approach, incorporating a mix of stocks, bonds, and other asset classes.
• Estate Planning: Talon Wealth Management collaborates with legal professionals to help clients develop comprehensive estate plans, including wills, trusts, and powers of attorney, ensuring the efficient transfer of assets and the protection of loved ones.
• Tax Planning: They provide proactive tax planning strategies to minimize tax liabilities and maximize after-tax returns. This includes identifying tax-efficient investment strategies and exploring various tax-advantaged accounts.
• Risk Management: The firm helps clients assess and mitigate various financial risks, such as market volatility, inflation, and longevity risk. This includes strategies for insurance coverage and diversification.

Client Feedback and Reputation

Talon Wealth Management has garnered a consistently positive reputation within the community. As of today, the company boasts 18 reviews on Google My Business, all achieving an impressive Average opinion: 5/5. This overwhelmingly favorable feedback underscores the firm’s dedication to client satisfaction and the quality of its services. Clients frequently commend the firm’s knowledgeable advisors, personalized approach, and commitment to achieving their financial goals. Specific comments often highlight the value of their financial planning expertise and the ease with which they navigate complex financial landscapes.

Location and Accessibility

The firm’s physical location at Address: 620 Coolidge Dr #220, Folsom, CA 95630, United States provides a convenient and professional environment for client meetings. The office is strategically situated within Folsom, offering easy access for residents of the surrounding area. The commitment to accessibility, as detailed above, further enhances the client experience, ensuring that all individuals can comfortably engage with the firm's services.

Contact Information and Website

Clients can easily connect with Talon Wealth Management through the following channels:

• Phone: 9169258900
• Website: talonwm.com

The website provides a wealth of information, including detailed service descriptions, team biographies, and client testimonials. It also serves as a convenient platform for scheduling appointments and contacting the firm directly.

Conclusion

Talon Wealth Management represents a reliable and client-focused financial planning firm dedicated to helping individuals and families achieve their financial aspirations. Their comprehensive service offerings, commitment to accessibility, and overwhelmingly positive client feedback make them a strong contender for those seeking expert financial guidance. The firm’s dedication to personalized service and its proactive approach to managing financial risks position it as a valuable partner in navigating the complexities of the financial landscape. For anyone seeking a trustworthy and knowledgeable financial planner, Talon Wealth Management warrants serious consideration.