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Estate Planning Essentials:

Plan Your Legacy with Confidence

Date: February 21, 2025

Time: 11 AM - 12 noon

Place: Bristol Public Library

Meet David Talley,CFP®, ChFC - Estate Planning Professional in Johnson City, TN & the Tri-Cities

David Talley is the founder and CEO of Talley Financial, a premier financial services firm based in Johnson City, TN, serving clients throughout Bristol, Kingsport, and the greater Tri-Cities region.

With years of experience helping individuals, families, and business owners achieve financial clarity and estate planning confidence, David is passionate about guiding his clients toward protecting their assets, minimizing taxes, and securing their legacy.

David began his career with one of the largest financial services firms in the country, where he gained exposure to a wide range of financial advisors and corporate financial strategies. Over the next decade, he dedicated himself to mastering wealth management, tax planning, and estate strategies, witnessing firsthand the transformational impact of personalized financial planning.

In 2020, he founded Talley Financial to offer a client-first, unfiltered approach to financial advice, focusing on customized strategies tailored to the needs of Johnson City residents and small business owners.

David specializes in fee-based financial planning, particularly for small business owners, high-net-worth individuals, and retirees in Johnson City and the surrounding areas.

He holds the Series 6, 7, 63, and 65 investment licenses through Cambridge Investment Research, Inc, along with life and health insurance licenses. As a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), David offers professional guidance in estate planning, tax-efficient investing, and long-term wealth preservation.

David lives in Johnson City, TN, with his wife and two children. When he’s not working with clients, you’ll find him playing golf, hiking the scenic trails around Johnson City, reading about financial strategies, or traveling with his family.

👉 Join David Talley for this exclusive estate planning seminar in Bristol, VA, and learn how to take control of your financial future.

🔹 Exclusive Offer: Attendees receive 20% OFF our Essential Estate Planning Documents Package!

Description

Estate planning doesn’t have to be overwhelming. This seminar will guide you through the essentials, from understanding wills and trusts to minimizing taxes and ensuring your family’s future is protected. Perfect for those who want straightforward advice and actionable steps.

Why Attend This Tri-Cities Estate Planning Seminar?

Why Attend This Estate Planning Seminar in Bristol, TN?Estate planning can feel overwhelming, but it doesn’t have to be. If you live in Bristol, VA, Johnson City, Bristol, TN, Kingsport, or anywhere in the Tri-Cities area, this free estate planning seminar will provide you with the tools and knowledge to help secure your financial legacy with confidence.

Join David Talley, CFP®, EA, a trusted financial planner serving clients in Johnson City and beyond, for an engaging and informative session. You’ll learn how to protect your assets, minimize estate taxes, and ensure your family’s future is secure.

✔ Gain clarity on estate planning and where to start.

✔ Minimize estate taxes and avoid costly mistakes.

✔ Help your family avoid probate and legal battles.

✔ Ensure your assets are distributed as you wish.

Who Should Attend This Seminar in the Tri-Cities Area?

This session is perfect for those living in Bristol, VA, Johnson City, TN and beyond who are retirees, pre-retirees, and families looking for clear, actionable guidance on ways to secure their legacy.

✔ Retirees & Pre-Retirees

✔ Business Owners & High Earners

✔ Families with Complex Assets

✔ Those Without an Estate Plan

✔ Long-Term Care Planners

✔ Anyone Wanting to Learn More

Reserve Your Spot Now!

Planning for the future is one of the most important steps you can take to protect your loved ones. Join Johnson City-based financial advisor David Talley for this exclusive estate planning seminar in Bristol, designed for retirees and families in the Tri-Cities region (Bristol, Johnson City, and Kingsport) where we’ll break down the essentials in a way that’s easy to understand and apply.

Interested in our services? We’re here to help!

Who We Serve:

I'm Entrepreneur
I'm an Executives
I'm Building My Legacy

Ready for personalized advice tailored to your unique situation? Schedule a free consultation with David Talley, CFP® EA, today!

Schedule Introductory Call

Get In Touch

203 Broyles Drive,

Suite 301

Johnson City, TN 37601

(423) 617-0160

hello@mytalleyfinancial.com

Proudly serving clients in Johnson City, TN, and the Appalachian Highlands with personalized financial strategies.

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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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