We connect your pension, 401(k), Social Security, savings, and taxes into one clear retirement income plan.
We work with people who earn their living with their hands, or who've served their country, because the retirement math (overtime, per diem, union and military pensions, hazard pay, seasonal income) is different for people like you.
Not through speculation. Not through empty promises. Real financial guidance rooted in real labor, real risk, and real life, from advisors who explain every recommendation clearly before you ever sign anything.
Meet the advisorsEvery advisor works with Talon Wealth, serving offices nationwide.
A Florida native and University of Florida economics graduate, Mike founded Talon Wealth after a career in commodities trading. He hosts the weekend radio program “Guarding Your Nest Egg”.
Request an introduction to Mike Lester
Matt, a Niceville, FL native, is an Investment Advisor Representative licensed in Florida, Oklahoma, and Michigan. He holds degrees from NWFSC and Full Sail University with certifications from the Copenhagen Business School and Stetson University
Request an introduction to Matt Jones
A University of Florida graduate and CFP® professional, Stacy recently relocated from Jacksonville to Talon's Folsom office, where she brings her financial knowledge and enthusiasm to every client. Outside the office she's usually camping, hiking, or cooking.
Request an introduction to Stacy Fusco
A Virginia Tech finance graduate with over three decades of experience, John is an Investment Advisor Representative registered in Florida and Oklahoma. He builds tailored plans around each client's goals, and outside the office you'll usually find him surfing or with his family of over 30 years.
Request an introduction to John Jansen
Advising since 1986, Jim is a St. Cloud State finance graduate who takes the time to understand each client's real goals, risk tolerance, and life plans before building a strategy. He works in both Florida and Nebraska, and lives in Orlando with his wife of nearly 30 years.
Request an introduction to Jim Bailey
With 19 years in financial services as an analyst, Bryan brings a practical, real-world approach to retirement income planning. A former varsity baseball player at the University of Florida, he now competes in triathlons and marathons, and lives in Granite Bay, California.
Request an introduction to Bryan Bentley
An Auburn University finance graduate with over 20 years of experience. John is an Investment Advisor Representative registered in Florida who builds retirement plans around each client's own goals. Outside the office he's usually at his kids' sporting events or fishing Florida's waterways.
Request an introduction to John NewellTalon, LLC currently waives its initial financial planning fee for eligible Blue Collar Dollar applicants. Submit the form and a member of our team will follow up. Advisor availability varies by state. The Florida address shown in the footer is Talon's mailing address only and is not an individual advisor's office.
We keep our focus narrow so we can go deep on what actually moves the needle for your retirement.
A clear plan for pensions, 401(k)s, and personal savings, built around your real retirement age, not an assumed one.
Strategies to keep more of what you earned, including overtime years and lump-sum payouts.
When to claim, and how it fits with a pension or pipefitter/union benefit, explained clearly, step by step.
Evaluating your family’s insurance needs and the coverage options available if the job stops paying before your plan is finished.
Our advisors work with clients who have at least $250k in investable assets. If that's you, fill out the short form and someone will be in touch.
No cost. No obligation. Just straight answers about your money from advisors who respect where it came from. Talon, LLC currently waives its initial financial planning fee for eligible Blue Collar Dollar applicants.
See if you're a fit