FAQ

We go well beyond investment management. A complete financial plan from Tallus includes tax-efficient strategies, retirement income planning, and estate and legacy planning, all coordinated together instead of handled in separate silos. Our goal is to make sure every part of your financial picture is working toward the same outcome, not just growing an account balance in isolation.

We work with individuals, families, retirees, and business owners and their employees. With over 60 years of combined industry experience, we've worked with people at every stage, from early savers to those managing significant assets. We pride ourselves on an approach that's built around your specific situation, not a one-size-fits-all model.

We're based in Oregon City and Bend, Oregon, and proudly serve clients throughout the Portland metro area, Central Oregon, and across the state. We also work with clients nationwide, so wherever you're located, we're able to build and manage your financial plan.

For us, it isn't how much money you have, it's our connection and ability to help you. What matters most is your willingness to plan and take action. We meet clients where they are, whether you're just starting to save or already have assets you want help with.

That’s completely fine. Many of our clients come to us with existing 401(k)s, IRAs, or other investments. We can review what you have, help coordinate everything, and make sure it’s all working toward your overall goals.  For a comprehensive financial plan, we need to take into account all of your finances to help guide you.

Financial planning is at the core of our approach.  Without a plan in place, it is hard to put people on the best path for their future.

We start by listening. Then we create a customized plan that helps you move toward your goals — whether that’s paying for college, buying a home, retiring comfortably, or growing your business. It’s not about quick wins; it’s about a long-term partnership.

Transparency is important to us. We charge a fee based on a percentage of the assets we manage for you, so our interests stay aligned with yours as your account grows. Depending on the amount of assets we service, many of our other services, financial planning, tax coordination, and ongoing reviews, are included in that fee, not billed separately. We'll walk you through exactly what that looks like for your situation before you commit to anything.

We believe great relationships require consistent communication. While we are required to meet annually, we meet more often with most of our clients.  In addition to those individual meetings, we host a quarterly Economy and Market update, educational webinars, in-person events, and share updates through newsletters, social media, and educational content — so you always feel informed and supported.

The Discovery Meeting is a two-way interview, with the goal of getting to know each other.  Not only will we be gathering information about you, we want you to also gather information about us.  It is helpful that you come to the meeting ready to talk about your goals, your financial situation, and any questions you have either about us, our processes and services.

Simply reach out. You can schedule a short introductory call or send us a message through our website. Whether you’re ready to dive in or just exploring your options, we’re happy to connect and help you take the first step.

We are happy to connect virtually, in-person, or over the phone.  We want to meet you at your comfort level and what time allows for you.

“Talus” is a slope of rocks at the bottom of a cliff that provides a foundation and stability. We believe these two values guide our interactions with our clients.