Finally! Wealth Building & Wealth Management built for YOU.
Let Us Help you manage & Improve Your entire financial life:
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Why Real Talk?
In The Media
Real Talk Capital CEO, Rob Luna, discusses the effect interest rates are having on today’s markets as well as the importance of understanding and incorporating options into your portfolio. Atria is the name to watch.
According to a Rasmussen poll, 52% say the U.S economy worsened under Biden. In this segment, Real Talk Capital CEO Rob Luna offers his perspectives on Bidenomics and how it can affect your bottom line.
Real Talk Capital CEO, Rob Luna, discusses the August jobs report, the overall U.S. economic health, and investment ideas that you can use in today’s markets. CRWD is the name to watch.
About Real Talk
HOW CAN WE HELP YOU?
We do everything from helping you advance your career and manage debt to managing millions of dollars. Unlike other firms, we will meet you where you are at TODAY regardless of income or assets.
Build a clear roadmapof how to achieve your ideal lifestyle
Protect Your Family
Lower Your Taxes
Grow Your Investments
Keep you on track through a lifelong partnership between us!
Why Real Talk?
Real Talk and Real Results from best-in-class advisors.
You will be partnered with a CFP® and CFA®, the industry’s most respected professional designations in financial planning and asset management to guide you toward achieving your goals faster.
Financial advice and guidance for where you are today.
ALL membership levels receive a comprehensive personalized financial plan reviewed by a CFP® & CFA® which includes all the following topics:
We offer 2 options
If you are seeking high-quality advice with no minimum account size, our lowest fee structure, complimentary asset management, and are willing to work within a limited menu of investment options, then our membership plans are the perfect option to get started.
For individuals just starting out
For couples and families
For people in or preparing for retirement
If you require more customization and flexibility with your planning and asset management, then becoming a Total Wealth Client will meet your needs perfectly.
Total Wealth client
For higher net worth clients
Hear what our clients say about Real Talk.
Don’t take our word for it, take theirs. Discover how REAL TALK CAPITAL has helped these individuals achieve their wealth and investment goals.
Frequently Asked Questions
If you can’t find what you are looking for, feel free to contact us.
Affordable Solutions. Real Talk. Real Results.
7 STEPS ON WHAT TO EXPECT:
We get to know who you are and where you want to go.
You will know what you need to do each month, and where you need to get to in order to live the life you LOVE while making work OPTIONAL.
We show you the exact investments to make and professionally manage them for you to give you the best chance of meeting your goals without taking unnecessary risks.
Recurring meetings to review your progress on your plan, investments, and to make any necessary changes.
We encourage and guide you to pursue entrepreneur endeavors, advance within your organization, or any other career opportunities that give you the best chance at generating the income you need to meet your personal goals.
We continually provide you with best education and information you need to make sure you are maximizing your wealth and life experiences.
We invite you into a community of winners who are upgrading their life!
For as little as $499 a year, you can now afford to hire a team to help you create a solid financial plan, manage your investments, and be your guide along the way towards achieving your life goals.