Are you trying to avoid financial advisors who sell insurance products like life insurance and annuities?. Do you know exactly how aggressive or conservative you are invested in your retirement accounts?. The way we see it, you deserve to retire on your terms without confusing pricing or sales pitches.
Know for sure you can afford your perfect retirement - and have a plan for life's surprises and curve balls. When you work with Ten Talents, you work with Kaleb Paddock, an expert retirement planning guide, CERTIFIED FINANCIAL PLANNER (CFP) Professional, and fiduciary based in Parker, CO and also serving clients virtually from Denver to Las Cruces to San Francisco.
Know for sure you can afford your perfect retirement - and have a plan for life's surprises and curve balls. When you work with Ten Talents, you work with Kaleb Paddock, an expert retirement planning guide, CERTIFIED FINANCIAL PLANNER (CFP) Professional, and fiduciary based in Parker, CO and also serving clients virtually from Denver to Las Cruces to San Francisco.
Services
About
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I'm the Founder of Ten Talents where I'm a Retirement Guide, expert financial thinking partner, and disciplined investment manager. I'm blessed to be featured in CNBC, MONEY, Business Insider, and The Wall Street Journal personal finance articles. My clients are eyeing retirement decisions, often work at technology companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).
Our Experiences
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Best for families with household income of at least $150,000 per year, who already have investment accounts, and are looking for a thinking partner to optimize their finances. Best for couples with retirement on their mind (or already retired) who see value in receiving professional advice to help optimize irreversible retirement decisions.
How It Works
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During your Discovery Call, you talk us through your financial life, what's on your mind, and why you reached out. Every client begins with either the Grow or Retire experience and then proceeds to the +Invest ongoing relationship which includes financial planning, tax planning, and investment management.
Nearing Retirement
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How much risk is in your portfolio? Put your retirement on the right track with an investment approach designed to meet your goals and help you sleep at night. Pursuing smart tax strategies and anticipating health costs before and after Medicare ensures you can cover major expenses - or avoid them entirely.
Case Studies
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These families turned to Ten Talents for trustworthy financial guidance and a clear path forward. Lindy and Jason had big dreams for their family but little time to organize their financial lives. To make their vision a reality, they needed a financial plan. With the kids excelling in high school, Lindy's non-profit taking off, and Jason getting promoted to his dream job, a lot was going right.
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