top of page

Talbert Financial Services

48 North Emerson Ave Suite 700
Greenwood, IN 46143

Phone:

(317) 743-1800

E-mail:

Complimentary Financial Review

Sign up to receive a complete financial review so we can review strategies and options for your retirement goals.

Free E-newsletter

Sign up to receive my Monthly E-Newsletter full of retirement related tips and information.

Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

Welcome to Talbert Financial Services

Independent Advice - In Your Best Interest

As an independent financial advisor, I'm not obligated to any financial company or product line.  So whether you need help with retirement planning, estate issues, insurance, or managing your assets, I have the freedom to choose from a wide range of options and base my recommendations solely on what's in your best interest.  My loyalty belongs exclusively to my clients - not to a parent company.

Lance Talbert

Straight Talk

Do you like the idea of working with an advisor who speaks in plain terms instead of financial industry jargon?  You can count on me to offer suggestions that are sensible to your situation and tailored to your comfort zone. And I will strive to explain all financial options in straight-forward, understandable language. I believe that good financial decisions don't have to be confusing.

Message to Prospective Clients

I have 20 years of experience helping people of all walks of life as they move toward, into, and through retirement.  All my clients are important to me and I am honored by the trust they have placed in me. Whatever your situation, I'm happy to provide service and advice. 

Office

48 N. Emerson Ave.
Suite 700
Greenwood, IN 46143

(317) 743-1800

Reviews annual enrollment dates and options for Medicare participants.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explores how investment strategy changes once retirement begins.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How much can you afford to pay for a car?

How much life insurance would you need to produce a sufficient income stream for your family?

How much do you need to save each year to meet your long-term financial goals?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck