Does Any of This Sound Familiar?
Juggling Business & Personal Wealth
Cash flow swings, surprise tax bills, and no clear exit plan keep entrepreneurs guessing where to invest next.
Complicated Executive Compensation
Stock options, RSUs, and six-figure bonuses create big tax spikes—and most advisors only focus on the market, not the math.
Retirement Decisions Feel Risky
You worry about outliving savings, picking the wrong Social Security age, and paying more tax than necessary once paychecks stop.
Your Guide:
David Talley, CFP®, EA
After advising hundreds of entrepreneurs and pre-retirees, I’ve seen one pattern: most people pay more tax and take more risk than they need to. I’m here to change that with clear, integrated advice.
Your 3-Step Path to Financial Clarity
1.
Intro Call:
15-min fit & goals chat.
2. Strategy Session: 60-min deep dive & roadmap
3. Ongoing Guidance: Regular proactive reviews & on-call advice
Choose Your Path
Build Personal Wealth From Business Success
Align company growth with tax-smart personal strategy
Optimize Equity Comp & Liquidity Events
Turn complex pay packages into lasting wealth
What Clients Near Johnson City Are Saying
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.
Financial Services Designed for You
Financial Planning
One clear, prioritized roadmap so you always know your next financial move.
Investment Management
Evidence-based portfolios tailored to your goals—not Wall Street fads.
Tax Planning
Strategically reduce lifetime taxes so more of every dollar stays in your pocket.
Free Guides to Start Simplifying Your Finances
Ready to Build Your Strategy?
Your first step is a 15-minute Intro Call to see if we're the right fit.
