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.
"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."
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.
- CNN/Money Magazine
6/24/2013
- Council for Disability Awareness
7/3/2013
- Wall Street Journal
3/2012
Absolutely please email us with the specifics of your situation and we will be happy to fulfil the request.
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.
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!