Advisor at Affordable Life Plans, LLC
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Firm
Affordable Life Plans, LLC
Location
Frisco, TX 75034
Credentials
Series 65
Industry experience
10 years
James Talbert is a financial advisor with Affordable Life Plans, LLC in Carrollton, TX, holding a Series 65 designation and 10 years of industry experience. He has worked with Braxton Financial Group LLC since 2018 and has been involved with Affordable Life Plans since 2016. Outside of his advisory role, Talbert is the sole owner of two debt-buying companies, Safeguard Capital, LLC and Eckity Capital Markets, LLC, and is a member of Sapient Insurance Agency. Affordable Life Plans, LLC provides financial planning and investment recommendations to individual clients through a bundled "Life Plan" service that includes investment planning, retirement and cash-flow guidance, debt and credit strategies, and assistance with student loan consolidation and forgiveness. The firm employs modern portfolio theory with diversified mutual fund allocations, offers non-discretionary advice without custody of client assets, and operates on a fixed fee structure.
Based on Affordable Life Plans, LLC
Ongoing monthly fee of $39.95 starting from months 2 to 6 depending on initial payment option selected
Fee-only: Full Life Plans pricing options: (a) $499 Month 1, then $39.95 ongoing starting month 2; (b) $298.50 Month 1 and Month 2, then $39.95 ongoing starting month 3; (c) $199 Month 1/2/3, then ongoing $39.95 starting month 4; (d) $99 Month 1/2/3/4/5, then ongoing $39.95 starting month 6
6136 Frisco Square Blvd, Suite 400
Frisco, TX 75034
Texas
Braxton Financial Group LLC
2018 - Present (8 years)
Affordable Life Plans, LLC
2016 - Present (10 years)
Affordable Life Plans LLC
2016 - 2016 (1 year)
Sapient Insurance Agency
2015 - Present (11 years)
Safeguard Capital, LLC
2009 - Present (17 years)
Eckity Capital Markets, LLC
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
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