Our Clients

"Money is what they have, peace is what they want."

Field of Dreams, 1989

Family and close personal friends gave the start to Talisman Investment Planning over 20 years ago. Today we are a financial steward to over $30 million of other people's money and insurance protection. We became successful by helping important people, one at a time, people who we are proud to call our clients.

Many of our most important clients were introduced to us by other clients. A family member or friend of a client is often introduced to us for an objective second opinion or to act as a sounding board. We don't tie any strings to providing this service and an introduction is not necessarily what leads a person to become a client.

Our clients want to choose who they are going to work with and so do we. Our clients don't want us to be all things to all people. They would prefer that we focus our efforts in a specific area and that we shine a light on the path toward someone who is more suitable to help where necessary.

Our clients appreciate the opportunity to absorb and digest what it is we propose to do prior to establishing a long term relationship. Rarely have we agreed to enter a relationship after a first meeting. Our clients want us to have a cheerful readiness to get things done and they want us to be here for as long as they need us.

Our clients are not assets, they are people we live amongst and care about. They are folks from many different occupational backgrounds and walks of life. Our client relationships are about more than just money.

For our clients, peace of mind and financial security are synonymous with less complication and a more rewarding lifestyle.

Our clients are business people and executives, sports and outdoor enthusiasts, laborers and lovers of life. Typically our clients save money from employment or business earnings and accumulate wealth the old fashioned way; through hard work, patiently over time. Often our clients have received a severance package or pension rollover, while others have sold a home or business, inherited assets or invested a settlement. Still others are young families or individuals that simply need protection while they begin the process of accumulating wealth.

So you see, our clients are like the people you know and grew up with that simply want to protect their loved ones and responsibly grow and protect their financial assets. Our clients are our employers, and we strive to show our appreciation by being good stewards of their wealth and by protecting those people and things that are important to our clients.