Estate & Legacy Planning
Plan With Purpose Build With Confidence
We go beyond numbers to design strategies that support your goals, values, and vision for the future. Whether you’re preparing for retirement, reducing tax exposure, or protecting your legacy, our approach begins with understanding what truly matters to you – and ends with a plan that works as hard as you do.
Our Process Designed Around You
We believe great financial outcomes come from disciplined processes and personal understanding – not guesswork. Every client relationship begins with discovery, strategy, and ongoing collaboration.
01
Understanding Your Goals
We start with a conversation about your priorities, values, and financial aspirations.
02
Building the Strategy
We develop a tailored plan to balance growth, protection, and tax efficiency.
03
Implementing the Plan
Your strategy comes to life through well-coordinated investments, insurance, and planning tools.
04
Reviewing & Adjusting
Life changes — and your plan should too. We regularly revisit your goals and make adjustments along the way.
Frequently Asked Questions
At Talach Financial, we combine personalized service with disciplined strategy. Our team takes time to understand your family values, long-term goals, and the legacy you want to leave behind. Every plan we create is tailored - not templated - and built to evolve with your life. We’re independent fiduciaries, meaning we’re legally and ethically obligated to put your interests first at all times.
A fiduciary is an advisor who is legally required to act in your best interest - ahead of their own or their firm’s. This means the advice you receive is objective, transparent, and designed solely to benefit you. At Talach Financial, being a fiduciary isn’t just a legal obligation - it’s the foundation of our relationship with every client. You can trust that every recommendation we make is guided by what truly serves your goals, your family, and your financial future.
Estate and legacy planning often involves multiple professionals - financial advisors, CPAs, and attorneys. We take a collaborative approach by coordinating directly with your existing team to align your investment strategy, estate documents, and tax planning. This ensures your entire financial picture works together efficiently and supports your long-term vision.
Absolutely. Many of our clients come to us with established portfolios or relationships. We begin with a detailed review of your current investments, estate plan, and insurance coverage. From there, we identify ways to enhance performance, reduce risk, and integrate everything into a cohesive strategy that reflects your goals and values.
Ready to Get Started?
Whether you’re planning for retirement, looking to minimize taxes, or simply want clarity about your financial direction – our first meeting is all about you. Let’s explore how we can help you define and achieve your version of true wealth.