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 helping to develop 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 help 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 experienced advisors in the country I have a good understanding of what they have recommended to their own clients and helping them become financially confident.”
meet our founder
Ron Tallou earned his Bachelor’s Degree in Business Administration at Wayne State University and has now amassed over ten years in the financial industry. He holds a Life/Accident & Health Insurance License, and Series 6, 63 registrations as a representative of CoreCap Investments and a series 65 registration as an investment advisor representative of CoreCap Advisors. He has had the privilege of training with some of the best financial professionals in the country, including David Polus. The time he has spent learning from these experienced financial professionals has helped Ron develop his own planning process for his clients. Ron believes that this field gives him the tools to make others’ dreams come true by focusing on wealth preservation and wealth accumulation.