Ten Talents Financial Planning, LLC
Design. Delegate. Discover.
5.0
Ten Talents Financial Planning, LLC is a fee-only fiduciary RIA in Parker, CO providing retirement planning and investment management services.
About
Ten Talents Financial Planning, LLC is a Registered Investment Advisor in Colorado founded by Kaleb Paddock, CFP. Based in Parker, CO, they serve clients in Parker, Castle Rock, Denver and virtually across the country.
They provide investment advisory services through a transparent pricing model: $7,500 one-time then 1% annually ($3,750/quarter minimum). Services include professional investment management, tax prep, filing and proactive strategy throughout the year, retirement income optimization, and investment decision analysis. Kaleb is featured in MarketWatch, CNBC, MONEY, Business Insider, and Wall Street Journal.
Services
Investment Management
Professional investment management included in the Pro experience with tax-smart investing and diversified portfolio construction.
Tax Preparation and Planning
Tax preparation, filing, and proactive tax strategy throughout the year as part of the comprehensive planning experience.
Retirement Planning
Complete coordination of finances for retirement including retirement trajectory analysis and income optimization.
Financial Planning Experience (Pro)
3-month initial planning experience with monthly meetings, followed by ongoing Pro experience for continuous optimization.
Credentials & Certifications
Reviews
