ABOUT REAL TALK
Investing / Legal / Real Estate / Lending
Taxes / Risk Management / Income Planning
Insurance / Entrepreurship / Executive Compensation
Who We Work With
Financial advice and guidance for where you are today.
Our APproach
How to Work with Us
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 will help build, manage, and coordinate all of your investments in order to maximize the opportunity to achieve your goals as quickly as possible.
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
Levi Brown
Retired NFL Player and First Round Draft Pick | Austin, TX
Jackie Ondracek ESQ.
Attorney | Paradise Valley, AZ
“We chose Real Talk Capital because of their comprehensive approach. They took the time to understand our whole family and all our financial goals. Real Talk has already helped us create a comprehensive estate plan and align all our investments with our long-term plan. We feel much more confident having a highly qualified team of professionals looking out for us.”
Dr. Jill Rago, OD
Doctor of Optometry | Optics of Scottsdale
“As an entrepreneur and doctor running a successful optometry practice, we were looking for not only a professional qualified financial advisor to ensure our family’s financial security, but we were also looking for a trusted business partner to support and enable our business success.
Real Talk Capital was an easy choice as they were the only company able to provide a multi-disciplinary approach toward building a plan to achieve both our business and personal wealth goals.
Outside of our teams financial services experience and knowledge, they bring our family a unique and individualized approach to understanding our needs and from this determines the right financial and business tools required to achieve our financial destiny.”
Coach Michael Burt
Entrepreneur | Nashville, TN
Fernando Ornelas
Entrepreneur | Los Angeles, CA
“Real Talk Capital was able to craft a personalized investment, business and estate plan that incorporates the growth needs of our two businesses along with our family’s personal life goals. We feel incredibly secure knowing we have a unique team of experts constantly looking at every area of our financial life and who places our interest ahead of their own. “
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Contact Us
It's time to cut the high fees, cut the confusing talking, CUT THE BULL!
Our 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.
