Helping clients discover their true financial purpose
Taking care of what's important so you can focus on what matters most to you.About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in...
Annuities
Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which side of this divide you are on, Annuities can be a powerful...
Retirement Savings Accounts
When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: Start as soon as you can! Why...
Our Team
Jeff Talarico CRPC® , CKA®
Financial AdvisorEmail Me | 830.315.6533
Spending time with my wife Caryn is on the top of my priority list. We’ve been together since our freshman year of college and that was a long time ago. I truly have been blessed to grow up with my best friend. We have two wonderful daughters, Caitlyn and Rebekah who both graduated from Texas... Learn More
Courtney Compton
Client Service ManagerEmail Me | 830.315.6533
I grew up in Kerrville and graduated from Tivy High School. Having left for college I knew that one day I wanted to return and come back to my roots. In 2003, that dream became a reality. Shortly after moving back I ran into an old high school friend named Brian, who I ultimately married. We... Learn More
Karin Tackett
ReceptionistEmail Me | 830-315-6533
Growing up and living most of my life in the little East Texas town of Gilmer, it was a new adventure in 2014, when our family moved to Kerrville located in the beautiful Hill Country of Texas. From the very beginning, we were welcomed with open arms into our new community and felt right at... Learn More
We manage assets for individuals and families, providing investment management, and financial planning services.
Blogs
January 20th, 2023
Do you know the changes with Secure Act 2.0?
January 13th, 2023
Do You Have More Month Than Money?
Are You Planning Your Budget for Summer Yet?
Frequently Asked Questions
What is B.R.I.?
B.R.I. is the abbreviation for Biblically Responsible Investing. The best way to describe B.R.I. is this: You are a steward of what God has given to you. Are you choosing to invest in a way that pleases the Master or in a way that brings joy to the enemy of the Master?
Simply put, B.R.I. is investing God's way.
Why should I invest in B.R.I.?
We believe that Biblically Responsible Investing is a credible approach to investing, one that allows a client, (believers and non-believers alike) to more closely align their vales and morals to their wealth accumulation. Most investors and for the most part financial advisors don't even know the wide availability of investments that can meet this need.
Most investors still seek financial counsel in how their money is managed, and don't know how to ask for their money to be managed in this way.
I've heard of S.R.I., is this the same?
Moral and ethical screening is not something new. Socially Responsible Investing, (S.R.I.) has been around for a long time. Below will be what S.R.I. screens for compared to what B.R.I. screens for and then what the overlay of the two would screen for.
S.R.I. only
No Weapons
Environment (Radical Conservationist)
B.R.I. only
Life (vs abortion)
Biblical marriage and family (vs LQBTQ radical agenda)
S.R.I. & B.R.I.
Human rights/No trafficking
Environmental Stewardship
No Pornography
No Alcohol
No Tobacco
No Gambling
Graham, Loran, "Investing with Integrity: How Investment Choices Can be an Act of Worship," Spokane: Kingdom Life Publishing, 2018. Page 103. Used with permission, Loran Graham (c) 2018.
If you are interested in reading Mr. Grahams book you can find it here. https://investingwithintegrity.net/
Ok, I get it, but will I give up performance?
In an independent study done by the BRI Institute, using the historical performance of individual companies in the S&P 500 that have passed B.R.I. screening vs those that did not for the time frame of January 1, 2000 through December 31, 2019, shows an annualized return of 6.19% for both portfolios.*
The report can be seen by clicking this link. BRI Report
*Remember past history is no guarantee of future results.
Talarico and Associates - Awards and Supported Ministries.
