we focus on your success

Your retirement is our priority
Tallou Financial's 3 step Process
Our complete effort goes into gaining a full understanding of your current financial situation and developing a plan that is unique to you. Our client-focused approach allows us to develop relationships with our clients and provide the best assistance possible. Every person has different goals for their retirement, we can help you reach yours.
STEP 1: Gather
First, we will begin our client-focused process by meeting to learn more about each other and your financial situation. At your initial meeting, we will take the time to learn about your goals for retirement and the plan you currently have. This is needed in order to create a new plan that will better suit your goals.
STEP 2: Plan
Next, we will explore options and create a sound plan that you can follow throughout retirement. We will never push you to agree to a financial plan that you are not 100% confident in. The time we spend together will be spent explaining the various products that could benefit you.
STEP 3: Implement
Once we have come to a complete agreement on your plan, we can begin the implementation phase. During this time, we will continue to check in on you and your plan periodically to ensure that everything is still going according to plan.
“Majority of people wish they knew what the most successful and affluent people in the country are doing with their finances and how they got to where they are. Having the good fortune of being mentored by some of the biggest advisors in the country I have a good understanding of what they have recommended to their own clients and helping them become financially independent.”
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