THE TALLMAN GROUP, LLC
NICEVILLE, FLORIDA

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 NicevilleUMC. Featured in Tallahassee Magazine article "Youthful Leaders Making Their Mark" The customer experience is an important aspect of every interaction that takes place at The Tallman Group, LLC. Products & Services 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. Whether term, universal, or permanent our solutions provide our clients with case design, quoting of the various insurers, underwriting, and the placement of policies. Whether you are planning for care at home, an assisted living facility, skilled nursing facility, adult day care or a nursing home. We are here to guide you through the process. We stay informed of annuity marketplace to make sure that we are getting you the most competitive rates and terms. If you’re unable to work due to a sickness or injury, disability income insurance can help you meet expenses and maintain your standard of living. It can help you pay bills like your mortgage, tuition and car payments, and help cover expenses for food, clothing and utilities. We work strategically with business in the areas of Key-Man Insurance, Buy/Sell Insurance planning, Non-Qualified Deferred Compensation and Supplemental Employee Retirement Plans. Consider that you will need to accumulate enough savings to provide for a time in your life that may last 30 years or more. Retirement planning doesn’t end once you stop working. One of the most important decisions you’ll make at this stage is how to create a predictable income stream that lasts a lifetime. 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 NicevilleUMC. Featured in Tallahassee Magazine article "Youthful Leaders Making Their Mark" The customer experience is an important aspect of every interaction that takes place at The Tallman Group, LLC. Products & Services 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. Whether term, universal, or permanent our solutions provide our clients with case design, quoting of the various insurers, underwriting, and the placement of policies. Whether you are planning for care at home, an assisted living facility, skilled nursing facility, adult day care or a nursing home. We are here to guide you through the process. We stay informed of annuity marketplace to make sure that we are getting you the most competitive rates and terms. If you’re unable to work due to a sickness or injury, disability income insurance can help you meet expenses and maintain your standard of living. It can help you pay bills like your mortgage, tuition and car payments, and help cover expenses for food, clothing and utilities. We work strategically with business in the areas of Key-Man Insurance, Buy/Sell Insurance planning, Non-Qualified Deferred Compensation and Supplemental Employee Retirement Plans. Consider that you will need to accumulate enough savings to provide for a time in your life that may last 30 years or more. Retirement planning doesn’t end once you stop working. One of the most important decisions you’ll make at this stage is how to create a predictable income stream that lasts a lifetime. 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.