Financial Planning Money means different things to all of us—what colors our attitudes toward it, or what we want from it is a highly selective thing. That's why at Talanton Capital Management, we make it our priority to get to know you as a person and what matters to you most. We start with with your goals and dreams and create a financial plan. Essential to this plan are strategies for wealth accumulation, wealth protection, wealth distribution(retirement income planning), and wealth transfer. Done in a tax efficient manner, the plan offers investor the potential to reduce risk, and keep more of what they earn. Our tax planning approach is to help you diversify your investments into three distinct tax pools: taxable, tax deferred, and tax advantaged. Asset Management In these volatile markets, our focus is not only on growing your capital, but preserving it no matter which way the winds blow. We do this by managing risk in combining strategic/tactical core stock and bond portfolios mixed with alternative investments. We will primarily use exchange traded funds (ETFs) for your actively managed and risk managed portfolio. Our strategies are designed to lower your exposure to markets when they are trending down and ETFs give us the ability to be proactive, disciplined, and nimble in different market conditions. Retirement Planning We will help you plan how to best take distributions from your retirement funds. There is a tension between taking on the ravaging effects of inflation and taxes and preserving your capital. Our strategy when possible is to help optimize your allocations to the different tax pools; taxable, tax deferred, and tax advantaged. Your investment dollars will then be placed into different pockets(cash and equivalents, pension type products, bonds, alternative investments, stocks) with different time horizons.
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