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Protect Your Legacy—Plan for the Future Today
Estate planning isn’t just about documents—it’s about making sure your family is protected, your assets are distributed the way you want, and your legacy is secure.
Get expert guidance on wills, trusts, and tax-efficient legacy planning.
Your Legacy, Protected
At Talley Financial, we understand the importance of protecting your legacy. Whether you’re in Johnson City, Kingsport, Bristol, or nearby, our estate planning services are designed to give you peace of mind for the future.
Comprehensive Estate Planning Tailored to You
Customizable Estate Plan
Reflect your unique goals and family dynamics with a plan tailored to you.
Holistic Financial Integration
Seamlessly align your estate plan with your broader financial strategy.
Legally Binding Documents
Enjoy peace of mind knowing your wishes are upheld with attorney-quality documents.
Lifetime Updates with Expert Support
Easily update your plan as life evolves, with our team guiding you every step of the way.
How We Help You Create Your Estate Plan
01
Discovery Session
We begin with a conversation, either virtually or in person at our Johnson City office, to understand your estate planning goals.
02
Access Our Platform
Build your estate plan on a secure, user-friendly platform with our support.
03
Document Finalization
Ensure everything is accurate with a professional review.
04
Ongoing Updates
Life changes—so can your estate plan. Update it anytime with ease.
Your Partner in Estate Planning
- Ease of Use: Our intuitive platform simplifies the process, saving you time and stress.
- Comprehensive Support: We guide you every step of the way to ensure your plan reflects your goals.
- Lifetime Value: With unlimited updates, you’ll always have an estate plan that aligns with your needs.
- Holistic Integration: We connect your estate plan to your broader financial strategy for maximum impact.
- Local Expertise: As a trusted financial advisory firm based in Johnson City, TN, we’re proud to serve families across the Appalachian Highlands.
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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.
Cambridge
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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