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      This communication is strictly intended for individuals residing in the states of FL, GA, IL, NY, NC, OH, PA and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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      The Tallman Group is AN ESTABLISHED Independent Advisor
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  • About Us

    About
    Financial Advisor

    Jonathan M. Tallman, founded The Tallman Group, LLC in 2010 with a vision to create an organization that specializes in providing financial security and is dedicated to serving clients first. He works alongside clients to help them identify, progress toward, and achieve their most meaningful personal, professional and financial goals. He has a strong desire to serve others through an interpersonal relationship and he seeks to improve the lives of those he works with.

    Jonathan is a board member of Friends of Children Everywhere, Inc., that currently works with the Casa Bernabe orphanage in Guatemala. He travels to Central America with his wife Jennifer. He currently serves as a board member to the Bluewater Bay Municipal Services Benefit Unit. In 2013 Jonathan was appointed by the Okaloosa County Commission to serve on the Okaloosa Restore Act Committee. Jonathan is involved in many organizations including the Destin Chamber of Commerce, Niceville-Valparaiso Chamber of Commerce, the Niceville-Valparaiso Rotary Club and Crosspoint.

    Jonathan works with clients both in the United States and internationally.

    • Named Forty Under 40 by 850 Magazine
    • Named as 1 of the"12 most interesting people under 40" by Emerald Coast Magazine
    • Featured in Tallahassee Magazine article "Youthful Leaders Making Their Mark"
    • Named as a National Association of Insurance and Financial Advisors Quality Award Winner

    "NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations."

    • Account Access

      We work with our insurance and investment partners to insure that you will get real time account information 24/7 from anywhere in the world.

    • Accessibility

      We want to always be reachable, approachable, friendly and easy to talk to. There is a lot of financial jargon out there but we prefer to communicate in an way that you will understand. If you ever don't fully understand something just ask us.

    • Customer Service

      The customer experience is an important aspect of every interaction that takes place at The Tallman Group, LLC.

    • Security & Privacy

      We value your privacy. We take your confidentially seriously. We maintain our records and adhere to all HIPPA regulations, and we shred every document to keep you and your identity safe.

  • Products & Services

    There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of insurance and investment products and services and select those that address your unique situation.

    • Life Insurance

      Whether term, universal, or permanent our solutions provide our clients with case design, quoting of the various insurers, underwriting, and the placement of policies.

    • Long Term Care

      Whether you are planning for care at home, an assisted living facility, skilled nursing facility, adult day care or a nursing home. We are here to guide you through the process.

    • Educational Planning

      We partner with Sagepoint Financial, Inc. to offer 529 Plans, Coverdell Education Savings Account, and UGMA/UTMA Accounts

    • Annuities

      We stay informed of annuity marketplace to make sure that we are getting you the most competitive rates and terms.

    • Disability Insurance

      If you’re unable to work due to a sickness or injury, disability income insurance can help you meet expenses and maintain your standard of living. It can help you pay bills like your mortgage, tuition and car payments, and help cover expenses for food, clothing and utilities.

    • Special Needs Planning

      Planning for the future of an individual with special needs requires in-depth knowledge of the federal laws as they pertain to government benefit eligibility and legal documents such as special needs trusts and guardianships. There are important financial considerations as well for providing not just lifetime care, but quality of life.

    • Investments

      We partner with Osaic Wealth, Inc. to offer 401(k) Plans, 403(b) Plans, Traditional/Roth/SIMPLE/ Individual Retirement Accounts, SEP IRA, Keogh/Profit Sharing/Pension Plan & 401(k) Rollovers.

    • Executive Benefits

      We work strategically with business owners in the areas of Key-Man Insurance, Buy/Sell Insurance planning, Non-Qualified Deferred Compensation and Supplemental Employee Retirement Plans.

    • Employee Benefits

      We stay on top of the recent changes in the health insurance market. We offer individual/group health insurance policies, Medicare supplements, short/long term group disability policies and dental/vision plans

    • Estate Planning

      We coordinate with your attorney and accountant to minimize risk and taxes. We check your beneficiaries on all of your accounts to make sure your wishes are going to be carried out and to avoid probate.

    • Philanthropic Planning

      Continue your philanthropy beyond your lifetime by crafting a legacy of giving that reflects your charitable values. Our goal is to guide you in the most tax-effective, flexible and covenant manor.

    • Retirement Planning

      Consider that you will need to accumulate enough savings to provide for a time in your life that may last 30 years or more. Retirement planning doesn’t end once you stop working. One of the most important decisions you’ll make at this stage is how to create a predictable income stream that lasts a lifetime.

    • %

      Americans who live paycheck to paycheck.

      - CNN/Money Magazine
      6/24/2013

    • %

      Disabilities that are caused by illness not an accident.

      - Council for Disability Awareness
      7/3/2013

    • %

      Will need Long-Term Care at some point.

      - Wall Street Journal
      3/2012

  • Media

    • All items
    • Magazine
    • Videos
    • Esther Kim’s Story
      Esther Kim’s Story
      A Mixed Legacy
    • Clara Bix’s Story
      Clara Bix’s Story
      Smart Planning
    • Bill Reid’s Story
      Bill Reid’s Story
      Smart Planning
    • Melissa Knoll’s Story
      Melissa Knoll’s Story
      A Life Lived Fully but Wisely
    • Tim Meredith’s Story
      Tim Meredith’s Story
      Keeping a Family
    • Brigitte Hunter’s Story
      Brigitte Hunter’s Story
      Keeping a Family
    • TALLAHASSEE
      TALLAHASSEE
      Magazine
    • 850
      850
      Magazine
    • EC
      EC
      Magazine
    • Our organization specializes in insurance & investment products and services. We are 100% committed to putting our clients’ needs first. Jonathan M. Tallman The Tallman Group, LLC
    • Our organization specializes in insurance & investment products and services. We are 100% committed to putting our clients’ needs first. Jonathan M. Tallman The Tallman Group, LLC
    • Our organization specializes in insurance & investment products and services. We are 100% committed to putting our clients’ needs first. Jonathan M. Tallman The Tallman Group, LLC
  • Community Involvement

    • Heritage Museum
      of Northwest Florida
    • Niceville-Valparaiso
      Chamber of Commerece
    • Destin
      Chamber of Commerce
    • Northwest Florida State College
      Athletics, Collegiate H.S. , Foundation
    • Flagler College
      Alumni Association
    • Niceville High School
      Athletics/Take Stock in Children
    • Rotary International
    • F.O.C.E. Inc.
      Transforming Generations in Guatemala
    • Honorary Commander
      33rd Fighter Wing

    Calculators

    • How much life insurance do I need?
    • How long will my current life insurance proceeds last?
    • How much disability income insurance do I need?
    • I’m retired, how long will my savings last?
    • How much retirement income might my 401(k) provide?
    • Will I be able to pay back my student loans?
    • Taxable vs. tax-advantaged savings?
    • Convert my salary to an equivalent hourly wage.
    • Comparing Mortgage Terms (i.e. 15, 20, 30 year)
    • What is my financial preparedness index?
    • How much can I contribute to an IRA?

    Questions and Answers

    • Can I get an insurance quote?

      Absolutely please email us with the specifics of your situation and we will be happy to fulfil the request.

    • What do I need to bring to our initial meeting?


      • Life, Disability or Long-term Care Insurance Polices
      • Bank Statements
      • Mortgage Information
      • List of Assets
      • List of Liabilities
      • Wills, Trusts, Healthcare Powers of Attorney
      • Investment/Retirement Account Statements
      • Social Security Statements
      • Tax Return
      • List of Employee Benefits
      • Health Insurance Information
  • Podcast

  • Contact Us

    We provide a wide array of specialized insurance and investment products and services for our clients.

      Please feel free to reach out to us with any questions.

      • The Tallman Group, LLC

        1402 Cat Mar Road

        Suite A

        Niceville, FL 32578

        United States

      • Phone: +1(850)279-6964

        Fax: +1(850)424-1290

      Relationships are an integral part of the social and business fabrics that form our lives. The depth and quality of these relationships go a long way in supporting the goals that we all strive toward. That’s why I’m proud to tell you that when you choose my practice to provide you with financial guidance you are, in fact, entering into a relationship with a number of premier financial services companies. All staffed by dedicated, knowledgeable professionals. All working for you. All with one goal in mind: Your Success!

    IMPORTANT DISCLOSURES

    The Tallman Group, LLC does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.

    To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

    Securities and Investment advisory services offered through Osaic Wealth, Inc., member FINRA / SIPC and a registered investment advisor. The Tallman Group, LLC is not affiliated with Osaic Wealth Inc., or registered as a broker/dealer or investment advisor. (Branch: 850-279-6964).

    This communication is strictly intended for individuals residing in the states of FL, GA, IL, NY, NC, OH, PA and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced

    IMPORTANT CONSUMER INFORMATION

    A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker- dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

    PLEASE NOTE:

    The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

    Check the background of your financial professional on FINRA’s BrokerCheck.

    Osaic Wealth Form CRS

    © 2024 The Tallman Group, LLC