Total Advisor Financial Strategy

We empower individuals and families to take control of their financial well-being

When you imagine living a rich life in retirement, what does that mean to you?

Where would you like to travel? Write a book, start a business—what makes you feel fulfilled? Do you hope to spend more time with your family? We are a comprehensive wealth management firm that believes a successful retirement strategy requires integrating both financial and non-financial aspects of your life.

Together, we’ll create a plan and guide you to your rich life retirement.

WHY CHOOSE US

Smart Investing with Smart Ideas

INCOME PLANNING

GROWTH PLANNING

TAX PLANNING

HEALTHCARE PLANNING

ESTATE PLANNING

NON-FINANCIAL PLANNING

Creating 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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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