While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. With a decade of experience, Talon can customize an appropriate financial strategy that leverages a wide portfolio of assets and financial products.
One of the greatest fear in retiring is out living our money. Our goal is to create income for you that you cannot outlive. We have products and solutions to potentially maximize your income, assist in the preservation of your wealth and create income streams that you and your spouse cannot outlive while providing death benefits for your spouse and children.
Talon RS has more than 10 years of tax filing experience and can offer full ranging tax services to our clients. We work closely with local CPA's, so we can provide our clients with the most up-to-date tax information. When it comes to taxes, your best interest is our best interest.
Located in the Monadnock Region, Talon Retirement and Tax Solutions is helping folks like you achieve financial health
A SERVICE BUILT ON PASSION
Talon opened in 2002 and is located in Marlborough, NH. Since then, owners Rob & Patricia Lotito have been serving the community and providing quality retirement planning and tax strategies for individuals with the mission of helping them realize the true benefits long-term financial planning and execution.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know how to find it.