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Call David today: 423-617-0160
Why Choose Talley Financial?
At Talley Financial, based in Johnson City, TN, we take a different approach to wealth management. Our process prioritizes
financial planning first—before investment decisions—so you get a
strategy tailored to your goals, not just a portfolio.
Strategy First, Not Just Investments
Every client starts with a 12-month financial & tax planning engagement before discussing investment management. Planning always comes first.
Entrepreneurs & Pre-Retirees Focus
We specialize in helping business owners and pre-retirees transition wealth, optimize tax strategies, and create long-term financial security as they prepare for their next chapter.
Dual Expertise:
CFP® & EA
As a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), we bring advanced tax and financial planning expertise under one roof.
What People Are Saying About Us
Your Path to Financial Clarity
Everything starts with your free Strategy Session. During this one-on-one conversation, we’ll help you gain clarity on your financial goals, design a financial planning strategy tailored to your needs, and explore whether a long-term partnership is the right fit.
Step 1: Introductory Call
A 15-minute conversation to understand your needs and goals.
Step 2: Qualify for a Strategy Session
If you qualify, we'll schedule a personalized session where we provide actionable insights into your financial situation, either face to face at our office in Johnson City, TN or remote from anywhere in the country.
Step 3: Explore Long-Term Partnership
If it’s the right fit, we’ll develop and implement a customized financial plan crafted to connect where you are today with where you want to be tomorrow.
How One Business Owner Saved $200k in Taxes - And Used It to Scale Faster
The Challenge
Mark, a successful business owner, faced a massive tax bill that was eating into his ability to reinvest in growth. He wanted to expand operations but felt stuck due to his high tax liability.
What We Did
✔ Implemented a Cash Balance Plan – Allowed Mark to defer a significant amount of pre-tax income, reducing his immediate tax burden while building long-term retirement savings.
✔ Conducted a Cost Segregation Study – Accelerated depreciation on his commercial property, creating immediate tax deductions that offset taxable income.
✔ Integrated Smart Asset Protection & Tax-Efficient Investments – Structured his business wealth to reduce risk and maximize after-tax growth.
The Result
✅ $200,000+ in tax savings in one year—which freed up capital to reinvest in his business.
✅ Hired two new employees and expanded operations—fueling additional growth.
✅ Long-term tax reduction strategy in place—ensuring continued efficiency as the business scales.
Let's Start Your Journey to Financial Confidence
Your free Strategy Session is more than just a conversation—it’s an opportunity to gain clarity, confidence, and direction for your financial future. Schedule yours today to discover how we can help.
Professional Guides to Simplify Your Financial Journey
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Proudly serving clients in Johnson City, TN, and the Appalachian Highlands with personalized financial strategies.
For more information on your Financial Professional
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member
FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated.
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form CRS.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
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