Finally! Wealth Building & Wealth Management built for YOU.
Let Us Help you manage & Improve Your entire financial life:
As Seen On
Why Real Talk?
In The Media
Stocks Down in Broad, Technology-Led Retreat
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.
Americans Aren’t Buying Bidenomics
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.
Fox Business: Powell’s Next Move
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 roadmap of how to achieve your ideal lifestyle
Protect Your Family
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:
- Personal Budget
- Net Worth Statement
- Work Optional (Retirement) Projections
- Risk Analysis
- Asset Allocation Review
- Emergency Account Analysis
- Insurance Analysis
- Investment Recommendations
- Complimentary Investment Management
- Comprehensive Review and Updates Upon Annual Renewal of Your Membership
We offer 2 options
Option 1
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.
Silver
Membership
$499
Annually
For individuals just starting out
- Core financial plan for one person
- Choose one planning elective from the elective’s menu
- Access to live quarterly investment meetings
- Quarterly financial planning Zoom calls
Gold
Membership
$1,495
Annually
For couples and families
- Core financial plan for two people in same household
- Choose two planning electives from the elective’s menu
- Access to live quarterly investment meetings
- Quarterly financial planning Zoom Calls
- Unlimited planning questions via email to a CFP®
- Investment advice on your 401(k) or other company retirement plan
- Discounted access to special events
Platinum Membership
$3,495
Annually
For people in or preparing for retirement
- Core financial plan for two people in same household
- Choose three planning elective from the elective’s menu
- Investment portfolio designed and managed for retirement income
- Access to live quarterly investment meetings
- Quarterly financial planning Zoom calls
- Unlimited planning questions via email to a CFP®
- Investment advice on your 401(k) or other company retirement plan
- Complimentary access to special events
Executive Membership
$4,495
Annually
For entrepreneurs
- Plan includes business valuations, retirement plan, and risk management
- Core financial plan for two people in same household
- Choose three planning electives from the elective’s menu
- Investment portfolio designed & managed for retirement income
- Access to live quarterly investment meetings
- Quarterly financial planning Zoom calls
- Unlimited planning questions via email to a CFP®
- Investment advice on your 401(k) or other company retirement plan
- Complimentary access to special events
Option 2
If you require more customization and flexibility with your planning and asset management, then becoming a Total Wealth Client will meet your needs perfectly.
- Finally transparent competitive pricing that doesn’t penalize you as your account grows!
- No account minimum
- Our total wealth clients are charged a flat fee of only 0.25% per year of assets managed which includes flexible asset management strategies and all-inclusive financial planning to meet your needs.
- Our 0.25% fee is amongst the lowest in the industry and can save you significant money as your account grows.
- We have a minimum fee of $2,500 and a maximum of $5,000 per quarter. No matter how high your account grows, your fee will never exceed our cap.
- Compare this to the typical 1% fee with NO max.
OUR 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.
FAQs
Frequently Asked Questions
If you can’t find what you are looking for, feel free to contact us.
Our Promise
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!
Stop procrastinating!
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.
