The Team

Talarico and Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Jeff Talarico

Jeff Talarico

Financial Advisor

More about me...

Contact

jeff.talarico@ampf.com

830.315.6525

Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Insurance

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Our Staff

Courtney Compton

Courtney Compton

Client Service Manager

More about me...

Contact

Courtney.Compton@ampf.com

830.315.6525

Qualifications

  • University of Phoenix, 2009 - BS Business Management

Roles & Responsibilities

  • All aspects of client service