Where big dreams are met with bold solutions.

At Real Talk Capital, we are democratizing the family office model to deliver real solutions to those who are uncomfortable settling for the status quo.

ABOUT REAL TALK

A different approach to Wealth Management.​
We believe that the traditional financial model is an echo chamber of outdated ideas and solutions that provide little value. Slapping 1% on your money earned and calling it “management” is not fair.
We believe that most of the value we create together will come from non-traditional advice and solutions that most financial advisors don’t understand themselves. The best financial advice must encompass everything that touches your life financially.

Investing  /  Legal  /  Real Estate  /  Lending

Taxes  /  Risk Management  /  Income Planning

Insurance  /  Entrepreurship  /  Executive Compensation

Who We Work With

Proven financial advice and guidance for where you are today.

Entrepreneurs
Your business is the most important asset you have. Real Talk was founded by entrepreneurs and built for entrepreneurs. We align your personal financial objectives with your business objectives, which creates a superior outcome.

We will work to help you increase cash flow, minimize taxes, and build your business for maximum enterprise value. We do this while simultaneously preparing your personal balance sheet to support your lifestyle after exiting your business.
Schedule a Consultation
Corporate Executives
Our team has experience helping senior corporate executives maximize their earnings potential within their current organizations, through transitioning to a strategic competitor, and through monetizing their experience within private equity.

Executive compensation, quarterly board meetings, and managing your executive value are all specialized considerations that must be properly advised on.
Schedule a Consultation
Work Optional Investors
Ready to make work optional? This is when you start to use count on your portfolio as a primary source of income. and need a specialized approach to help you create a secure and consistent income to assure your lifestyle is not compromised.

We developed a proprietary income strategy approach Secured Asset Flexible Execution (S.A.F.E.) which helps you distribute lifetime income from your portfolio in a way that secures your lifestyle through predictable income while also investing in a way that provides a maximum legacy to your heirs or charities.
Schedule a Consultation

Our APproach

Tailored advice driven by your unique goals.

01

Get to Know You

We get to know who you are and where you want to go.

02

Success Roadmap

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.

03

Where to Invest

We show you the exact investments to make and manage them for you to give you the best chance of meeting your goals without taking unnecessary risks.

04

Regular Meetings

Recurring meetings to review your progress on your plan, investments, and to make any necessary changes to give you the best chance to meet your goals.

05

How to Level Up

We encourage and guide you to pursue entrepreneurial endeavors, advance within your organization, or any other career opportunities.

06

Stay Informed

We continually provide the best education and information you need to make sure you are maximizing your wealth and life experiences.

Testimonials

Hear from Our Clients

Mikey Garcia

Five-Time World Champion Boxer
“Now that I am ready to go beyond being just financially comfortable and build a multimillion-dollar stream of income as an entrepreneur and create generational wealth for my family, I knew based on his experience and reputation that Real Talk was the right partner at this stage in my career.”

Charles Payne

Host of Fox's Making Money with Charles Payne
“Now that I am ready to go beyond being just financially comfortable and build a multimillion-dollar stream of income as an entrepreneur and create generational wealth for my family, I knew based on his experience and reputation that Real Talk was the right partner at this stage in my career.”

Brad Lea

CEO Lightspeed VT

“I have been working with big name influencers who have made a large impact on the world now for over 20 years. I can honestly say I’ve never been more excited to see the lives that could be changed through the Real Talk Capital. This guy is the Real Deal!”

As Seen On

Contact Us

It's time to cut the high fees, cut the confusing talking, CUT THE Bull!

If you are ready for REAL Wealth Building and REAL Wealth Management, from REAL Advisors delivering REAL Results, let’s connect.

Our Ten-Minute Zoom Meeting Promise:

By scheduling a 10 min zoom with us, you will become a much more informed consumer of financial services than you were before our meeting. Of course, we would love an opportunity to earn your business but equally important is our reputation. We will make sure you leave the meeting with a positive experience.

Scroll to Top

Contact Us

Error: Contact form not found.

CONTACT US

Error: Contact form not found.

WHY REAL TALK?

Play Video

Electives

Elective options vary depending on which membership level a client has selected.

  • Credit Card Payoff Analysis
  • Student Loans Payoff Analysis
  • Home: Rent vs Buy
  • Mortgage Refinance Analysis/How to Pay Off Your Mortgage Sooner
  • Credit Card Score & Analysis
  • Social Security Benefits Review
  • Personal Budget Analysis
  • College Planning
  • Employer Retirement Plan (401k, 403b, etc.) Analysis
  • Specific Goal Planning (Home Purchase, Car Purchase, Wedding, etc.)
  • Purchase Analysis: Spend vs Borrow
  • Auto Lease vs Buy Review
  • Loved Ones Analysis
  • Account Beneficiary Review
  • Determine if a Living Trust/Will is Needed
  • Determine if POAs are Needed for Health/Financial matters
  • Determine if a Guardianship Clause is Needed