Where big dreams are met with bold solutions.

Our team helps entrepreneurs, professionals, and work optional investors, plan, manage, and improve their entire financial life.

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Built Like a Ferrari. Driven by Experience.

After 20 years advising entrepreneurs and ultra-wealthy families through exclusive family offices, we saw a major problem: most people never get the kind of strategic, integrated financial planning that builds real wealth.

Essentially, they were building businesses like Camrys and hoping to turn them into Ferraris down the line. It never works.

Instead, their income and business growth were siloed from personal wealth accumulation. They followed generic advice, built for the masses not a long-term winning strategy. As a result, they built smaller businesses, paid more in taxes, and ended up with less net worth than they should have despite working just as hard.

We decided to change that.

RTFS was built to give entrepreneurs and intrapreneurs early access to the same high-level guidance once reserved for the ultra-rich.

Our mission is simple: help you build a Ferrari from day one, not scramble to turn a Camry into one when it’s time to race.

We support your full financial picture: income, debt, investments, business, and taxes and design a custom strategy to accelerate your path to wealth. Whether you’re just starting out or scaling fast, we help you move with clarity, purpose, and precision.

Investing / Legal / Real Estate / Lending

Taxes / Risk Management / Income Planning

Insurance / Entrepreurship / Executive Compensation

solutions

Build your dreams brick by brick

RTFS gives you the building blocks to construct your biggest vision from the start brick by brick. And as you grow, we’re already positioned ahead, ready to meet you with the next strategy to accelerate your journey.

Financial
Planning

• Personal Financial Planning
• Estate Planning
• Entrepreneur Programs

Real Talk Capital

Investing

• Asset Management
• Retirement Plans
• Alternative Investments

Real Talk Capital

Insurance

• Life Insurance
• Disability Insurance
• Annuities

Real Talk Insurance

Lending

• Mortgages
• Builder Loans
• Business Loans

Tax & Accounting

• Tax Preparation
• Bookkeeping
• Tax Minimization

Real Talk Tax

Trust & Wills

• Family Trusts
• Wills
• Health Care Power of Attorney

Corporate Contracts

• Entity Set Up (LLC, S-Corp, etc.)
• Buy-Sell Agreements
• Corporate Maintenance Plans

Real Estate

Testimonials

Hear from Our Clients

Mikey Garcia

5 Time World Champion Boxer | Riverside, CA

“I chose Real Talk Financial Solutions to help me go beyond just retiring comfortably and help me build a plan to create generational wealth. I love the fact that they can help me manage and realign all of the investments in Real Estate and stocks I made prior to joining them as well as opening my eyes to new investment and tax saving opportunities I was missing out on. I really enjoy having everything managed under one roof.”

Levi Brown

Retired NFL Player and First Round Draft Pick | Austin, TX

“As a retired NFL player, I needed more than just a “retirement plan.” Career consulting, entrepreneurial endeavors, and the ability to help my family prepare for a generational wealth transfer were all components that attracted my family to Real Talk. I like the way they go outside of the traditional cookie-cutter advice to help us address what is important today.”

Jackie Ondracek ESQ.

Attorney | Paradise Valley, AZ

We chose Real Talk Financial Solutions 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 with our estate planning, investments, and insurance needs as well as expertly guiding us through the sale of our house and helping us obtain the home of our dreams.

We love knowing we have a highly competent team of professionals with the resources to guide us in the different financial areas of our lives.

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 Financial Solutions 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

“As a busy entrepreneur coaching others on building and scaling successful businesses, I realized I needed my own team to guide me through the complexities of enhancing my business’s value while aligning it with my family’s financial goals. Real Talk offers all the solutions necessary to not only plan but also execute our vision. I highly recommend Real Talk to entrepreneurs looking to level up.”

Fernando Ornelas

Entrepreneur | Los Angeles, CA

“Real Talk Financial Solutions was able to craft a 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.”