History
Recognizing a desire to work with investments while residing in his home state of Florida, Mike started what is now Epic Financial Group in 2003. Epic Financial Group has now grown to a multimillion-dollar financial service company that offers insurance products. Over the years, Mike has recognized a need for investment services that focus on the individual's need to have a financial plan that fits them specifically as opposed to a plan that is handed down by a corporation. For that reason, Mike partnered with ING Financial Partners in 2005 to bring independent investment services to individuals throughout Florida. The focus was investment advice and services for the individual that would be independent in nature so that the client could rest assured that they were getting advice and recommendations based on all the investments available to them. In 2012, Mike re-branded his branch offices with ING Financial Partners as Talon Wealth Management.
Specialties
Talon Wealth Management's wealth advisory approach is a combination of personal financial planning and investment advisory. We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there. Whether you're planning on growing your retirement assets or protecting them for your family, our team of professional financial planners will get to know you, your family, and your priorities so that together we can determine which wealth planning strategies are right for you. Your wealth plan will cover a wide range of topics concerning the management of your wealth including cash flow analysis, credit management, tax planning*, asset allocation and diversification, management of financial and non-financial assets, personal needs, retirement resources, and estate planning.