Attain Wealth Planning was founded on the belief that proper planning aligned with clear goals is the key to building financial security. Wealth is personal, and the plans and investments we make for clients are intended to cover all aspects of their wealth.
Who We Are
Holistic Wealth Advisors
Upholding our Commitment
We are legally and ethically obligated to keep our clients’ best interests at the forefront, and our team takes that responsibility seriously. Earning your trust and respect is just as important to us as building your wealth.
Leveraging Trusted Partners
We have a network of third-party custodians and legal counsel who assist us in providing our clients with the highest level of service possible. Their support allows our team to help clients reach their financial goals.
Our Team
Timothy L. Talbot
Owner & Wealth Planner
Tim, the founder of Attain Wealth Planning, has been involved in the financial services industry since 2009. He founded Attain Wealth Planning on the belief that wealth planning should be provided by a team that works together to ensure all portions of wealth are coordinated and cohesive. Tim believes in using a planning-first strategy to ensure his clients can make educated, sound financial decisions when transitioning to retirement. He currently resides in Lancaster, NY with his wife, two children, and two dogs.
Wendy Buchert
Director of Client Experience
Wendy serves as Attain Wealth Planning’s Director of Client Experience, ensuring seamless communication between our clients and our team. Her commitment to exceptional service ensures our clients feel valued and supported across their financial journey. Wendy is from Clarence, NY, and is a mother of three grown children. In her spare time, she enjoys camping, cruising, kayaking, and spending time with her family and newly born grandson.
Conor Kissane
Wealth Advisor
Conor, an experienced advisor who has been involved in the financial services industry since 2018. He started off at Equitable Advisors learning the business and honing his skills before transferring to Attain Wealth Planning. Conor specializes in retirement planning, wealth planning, & insurance solutions. He helps lay out a financial roadmap to help you achieve your goals with different strategies in order to have financial freedom. He currently resides in Buffalo, NY with his wife and dog.
Ian Hanuscin
Accountant, Green Valley Tax LLC
Ian is a CPA based in Nevada who works with clients throughout the country. In coordination with Attain Wealth Planning, he serves as an in-house accountant for both basic tax planning and complex tax strategies for clients. Ian is a University of Nevada Las Vegas alum, graduating with both bachelor’s and master’s degrees in accounting. Before starting his practice, he was the senior tax manager at Anderson Business Advisors, a tax and asset protection law firm that served clients in all fifty states. He specializes in working with real estate investors and small business owners.
Not affiliated with Osaic Wealth
Plan for your Future
We look forward to learning about your goals and helping you achieve them.