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Tailored Financial Services for Every Stage of Life
Helping families and businesses in Johnson City achieve lasting financial clarity with expert strategies tailored to every stage of life.
Comprehensive Financial Services Tailored To You
Financial Planning

Personalized plans to help you achieve financial clarity and confidence. Includes estate and retirement planning strategies.
Investment Management
Proactive wealth management strategies designed to grow and protect your assets.

Tax Strategy & Planning
Customized strategies to reduce your tax burden and optimize your long-term finances.
Business Planning
Comprehensive planning to align your business goals with personal financial success.

Financial Planning
Financial clarity starts with a customized plan built just for you. We align your personal and financial goals while addressing your retirement and estate planning needs. This ensures you’re prepared for today and the future.
What You’ll Gain:
- Peace of Mind: Know your financial life is organized and aligned with your goals.
- Future Preparedness: Receive strategies for retirement and estate planning tailored to your needs.
- Confidence in Decisions: Understand the financial impact of your choices with clear, actionable advice.
Investment Management
Our proactive investment strategies are designed to grow and protect your wealth. With Talley Financial, your portfolio is customized to align with your unique goals, risk tolerance, and financial timeline.
What You’ll Gain:
- Proactive Growth: Strategies to help your wealth grow with the right balance of risk and reward.
- Tailored Portfolio Management: Investments that align with your personal financial goals.
- Stress-Free Investing: Let us handle the details so you can focus on enjoying life.
Tax Strategy & Planning
Minimize taxes and maximize your savings with proactive tax strategies. Whether you’re an individual or a business owner, we help you build a tax-efficient financial plan that supports your long-term goals.
What You’ll Gain:
- Lower Tax Burden: Identify opportunities to reduce your tax liability with personalized strategies.
- Tax-Efficient Investments: Optimize your after-tax returns with tailored financial approaches.
- Year-Round Support: Ongoing guidance to keep your tax plan aligned with changes in your financial life.
Business Planning
Your business is an extension of your personal goals, and we ensure they work together. Whether you’re scaling, reducing taxes, or preparing for a transition, our Business Planning services align your success with your long-term financial stability.
What You’ll Gain:
- Aligned Goals: Ensure your business goals support your personal financial success.
- Growth Strategies: Build sustainable growth and profitability.
- Succession Preparedness: Create a strategy for a smooth business transition or sale.
Let's Build Your Financial Confidence Together
Whether you’re planning for retirement, managing investments, or growing your business, Talley Financial is here to help. Take the first step toward financial clarity and success today.
Ready to take control of your financial future? Let's start the conversation today.
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Proudly serving clients in Johnson City, TN, and the Appalachian Highlands with personalized financial strategies.
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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.
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