Services - Total Advisor Financial Strategy

OUR SERVICE

Giving You Financial Power

Create a Retirement By Design

RETIREMENT SUCCESS STRATEGY

At TA Financial Strategy, we have found that those who feel the greatest uncertainty about their retirement often have one thing in common: they are missing a written strategy that provides clarity and confidence.

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SOCIAL SECURITY OPTIMIZATION ANALYSIS

Retirees will collectively lose $3.4 trillion in potential income that they could spend during their retirement because they claimed Social Security at a financially sub-optimal time, or an average of $111,000 per household according to a recent study.

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BENEFICIARY LIQUIDITY PLANNING

The loss of a loved one is not only one of the most difficult and emotional times anyone can face, but it can also become a costly financial hardship as well. While it may a difficult topic to think about, taking proactive measures to preplan can help remove unneeded stress for those you care about most.

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WHY CHOOSE US

Smart Investing with Smart Ideas

INCOME PLANNING

GROWTH PLANNING

TAX PLANNING

HEALTHCARE PLANNING

ESTATE PLANNING

NON-FINANCIAL PLANNING

We believe that living the “rich life” in retirement means more than being financially wealthy.

Through our integrated approach, our advisor-coaches help you to truly identify what you want from your money in retirement and then create a plan to help get you there. Their ultimate objective is not to sell a product, but rather to help you create a life well lived and align your strategy toward achieving that vision.

Simplifying financial planning and proactively anticipating your needs.

In addition to our comprehensive planning approach, we simplify and streamline financial planning through proactive, transparent client communication. We want to keep you in-the-know as decisions or updates to your plan need to be made. We empower you with the knowledge of how your plan works so that you can feel confident in making informed choices.

Serving you and our community.

As a locally owned and operated firm, our team includes members of your community who are committed to improving the lives of those around us. From advocating for other local businesses to engaging with causes that positively impact our area, we are committed to working to make our community a better place.

We Don't Make Empty Promises

“Caring and honesty are the 2 most important qualities when I make a decision to partner with any business, and Jeremiah and Jessica Nolen exemplify that completely! I would recommend TA Financial Strategy to anyone who is looking for financial planning help. They are the absolute best!”

- Jeff S

“Very informative as to how to get the best benefits from social security, pension plan, and 401k. We were looking for someone local to help in these areas and Jeremiah was very knowledgeable and was able to assist us in those areas mentioned above. We would definitely recommend him!”

- Terry B

“TA Financial Strategy develop a financial plan specifically for your individual needs. They take the time to answer all your questions and explain each phase of your plan. They treat you like family not just a client.”

- Bruce C