Meet the team
Two advisors. A small Birmingham practice. A few opinionated dogs.
The family at the Ryman waiting for SatchVai to start. Tucker took up guitar late in 2025.
The Christmas card photo the wife wanted.
Tucker encourages Todd during the marathon
The family in Quebec City.
Moose kisses!
Todd Talbot
Todd Talbot
Founder & Lead Advisor
Todd lives in Birmingham with his wife Tiffany (married 1998, while still in college), their son Tucker, and two large dogs, Moose and Jasper, who supervise the AC vents most days. He’s working through a marathon habit (one completed, knees pending), and reads more than he should.
The work: tax-first retirement planning. Roth conversion sequencing, RMD timing, IRMAA, the widow’s penalty. The Retirement ℞ Plan™, the firm’s signature planning engagement, is reviewed by an independent CPA before it reaches the client.
CERTIFIED FINANCIAL PLANNER® Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Certified Tax Specialist™ (CTS™), and National Social Security Advisor® (NSSA®). Bachelor of Arts in Business, Birmingham-Southern College, 2000.
Parks Lee
Investment Advisor Representative
Parks and his wife Ann have lived in Birmingham since 1981. Eight grandchildren, none of whom are in the same place at the same time often enough. When he’s not at the office, he’s usually on a golf course or at a bridge table.
The work: insurance and financial planning for physicians, dentists, attorneys, and business owners. Many of his clients trained at the University of Alabama at Birmingham and have stayed with him from new-attending disability coverage through retirement.
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Your household’s projected Lifetime Tax Bill, in your own figures, walked through together. No cost. No obligation.
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