The Talents brand was inspired by a parable from Jesus told in the book of Matthew. A story of a wealthy man who entrusted his money (or “talents”) to three of his servants. Two of his servants managed his money well and were rewarded for their good and faithful service with additional responsibilities. The third servant, out of fear of losing his master’s money, simply buried it in the ground. The third servant effectively did nothing with what was entrusted to him even though his master expected otherwise, and for that, his responsibilities were taken away and given to the other servants.
At Talents, We recognize that our clients are entrusting us to manage their wealth to the best of our ability and in a way that matches their goals and objectives, their time horizon, and their tolerance for risk and volatility. We strive to be good and faithful servants, to put our client's needs first, and to always act in our client’s best interest.
We are thankful for the opportunity to serve and understand that it is only through good and faithful service that we will continue to have that opportunity and to earn the privilege of additional responsibilities.
14 “For it will be like a man going on a journey, who called his servants and entrusted to them his property. 15 To one he gave five talents,* to another two, to another one, to each according to his ability. Then he went away. 16 He who had received the five talents went at once and traded with them, and he made five talents more. 17 So also he who had the two talents made two talents more. 18 But he who had received the one talent went and dug in the ground and hid his master's money.
19 Now after a long time the master of those servants came and settled accounts with them. 20 And he who had received the five talents came forward, bringing five talents more, saying, ‘Master, you delivered to me five talents; here, I have made five talents more.’ 21 His master said to him, ‘Well done, good and faithful servant. You have been faithful over a little; I will set you over much. Enter into the joy of your master.’
22 And he also who had the two talents came forward, saying, ‘Master, you delivered to me two talents; here, I have made two talents more.’ 23 His master said to him, ‘Well done, good and faithful servant. You have been faithful over a little; I will set you over much. Enter into the joy of your master.’
24 He also who had received the one talent came forward, saying, ‘Master, I knew you to be a hard man, reaping where you did not sow, and gathering where you scattered no seed, 25 so I was afraid, and I went and hid your talent in the ground. Here, you have what is yours.’ 26 But his master answered him, ‘You wicked and slothful servant! You knew that I reap where I have not sown and gather where I scattered no seed? 27 Then you ought to have invested my money with the bankers, and at my coming I should have received what was my own with interest.
28 So take the talent from him and give it to him who has the ten talents. 29 For to everyone who has will more be given, and he will have an abundance. But from the one who has not, even what he has will be taken away."
*Matthew 25:15 A talent was a monetary unit worth 6,000 denarii or about twenty years' wages for a laborer
At Talents Financial Planning & Wealth Management our mission is to serve the tax and financial needs of individuals and businesses through comprehensive financial planning, tailored investment strategies and tax preparation services. Guided by our faith in God, we are committed to good and faithful service, always placing the needs and interests of our clients first, and shepherding clients through complex and ever-changing financial situations providing clear and actionable plans with objective, appropriate, and impartial advice. We strive to build lasting relationships with our clients and our community and to reflect the virtues of our faith with compassion, loyalty, integrity, gratitude, and personalized care.
At Talents, we understand that each client's financial situation and goals are unique. Our personalized approach ensures that we develop customized financial plans tailored to your specific needs, helping you achieve your short-term and long-term objectives.
Dave Baldwin CFP® and his partnership with Commonwealth Financial Network® bring years of experience and a wealth of knowledge to the table. We are dedicated to guiding you through the complexities of financial planning and investment management with transparency and integrity.
We offer a holistic suite of services that cover all aspects of financial planning, from investment management and retirement planning to tax preparation and estate planning. This comprehensive approach ensures that all your financial needs are met under one roof.
Financial planning is an ongoing process, and we are committed to providing continuous support and guidance. With regular check-ins, annual reviews, and timely adjustments to your plan, we ensure that you stay on track towards your financial goals despite changes in your life or the market.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Dave Baldwin (CA Insurance Lic #0F04767) is a registered representative and investment advisor representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Tax preparation services offered through Talents Financial Planning and Wealth Management are separate and unrelated to Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
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