Adam Reugh, CFP® - Tallus Capital Advisors

Regular reminders to schedule appointments, excellent advice before tax seasons, tips on how to reduce taxable income, great planning for the future, very customized advice and approach

My wife Giuseppina and I had a sit down with Adam Reugh at Tallus Capital office in Kona- What started out as small talk ended with great advice, a shift in perspective, and an action plan. We now have a clear idea of our financial situation, and short-term tasks to get us on track towards our long-term abundant future. We are thankful for the relationship with Adam and the wonderful service he provides.

I had the opportunity to attend a workshop provided by Adam, which was followed up by two personal evaluations of my financial situation. All was done free of charge, with no obligation at all. Just due to the workshop, I expect to increase my retirement funds by several thousand $$, reducing taxes, and streamlining my investments. Many questions I was trying to get answered for years were resolved within minutes. Without making a penny, Adam saved me a considerable amount, provided a clear and confident outlook into my retirement options. If I shift investments to his company - which i will do as soon as my 401 K becomes available -, his commissions will be tied to my… read full review