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.

Learn More

As Seen On

What We Do

Real Talk Financial Solutions (RTFS) was born out of a vision to make the family office model accessible to all. After decades of experience working with affluent families, our founders recognized a common problem: most people who could not afford a family office solution ended up paying for financial advice that didn’t bring them any closer to their life goals. In many cases it set them further behind.

In response, we set out to dismantle the financial barriers to family office services. We created a suite of companies designed to address our clients’ immediate needs while guiding them toward their desired outcomes. Our approach is holistic, focusing on understanding each client’s entire financial landscape and providing strategic advice and solutions as they need it to deliver better financial outcomes faster.

Investing / Legal / Real Estate / Lending

Taxes / Risk Management / Income Planning

Insurance / Entrepreurship / Executive Compensation

solutions

Our Comprehensive Offerings

With RTFS, clients receive personalized attention and tailored solutions that empower them to take control of their financial destinies.

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

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

Coaching

Education

• Financial Education
• Courses
• Coaching

RL Wealth Academy Lunatick Investor

Events

Bulletproof Live 2024

Podcast

Coming Soon

Merch

Coming Soon

Testimonials

Hear from Our Clients

Mikey Garcia

Five-Time World Champion Boxer

“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.

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 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. “