Join us for our 3-Part Workshop Series, 'The Art of Aging'
Bring your questions and your friends and join us for our Spring 2017 workshop series The Art of Aging. Whether you are helping an aging parent or considering options for your own future, this three-part educational series addresses critical issues and is designed to help you prepare. Click here for more information: http://www.talisadvisors.com/events.
Values. Expertise. Results.
Talis Advisors is an award-winning wealth management firm based in the Dallas suburb of Plano, Texas. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a fee-only Registered Investment Advisor, we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals and corporate executives.
We work for you, our client, and therefore make decisions that are in your best interest. We have no incentives to favor a particular strategy, asset class, fund manager or service provider. We operate with competence and objectivity driven by a focus on Nobel-prize winning financial economic research.
To learn more about how we're different from Wall Street and the typical retail financial advisor, click on the video below or call us at 972.378.1795.
What's Your Risk Tolerance?
Take a minute to take our brief questionnaire to help get an idea of your risk tolerance.