When I was growing up, I was always intrigued with money and how to make the most of it. My family used to tease me when we went on our beach vacations each year because I would always have "envelopes" for my spending cash. Each envelope was carefully planned for a different purpose – gas, food, hotel, spending money and emergencies.
The planning process and making good monetary decisions are my guiding principals today, just as they were when I was growing up.
My approach involves giving goals-based advice by helping clients define what goals are important to them and understanding the "why" behind each goal. Whether the goal is short-, medium- or long-term, I use an established process to help my clients plan and reach their multiple financial goals.
I am so blessed each day to have the opportunity to help my clients achieve their financial goals during their lifelong journey.
We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face to face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.
- Retirement Income Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Divorce Finances
My Personal Interests
- Spending Time with Family
Phone NumberKelley R Tyson at (910) 455-6887
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