I have dedicated my career to serving clients in the financial services industry. I became a registered financial advisor in 1999 and led a team of retirement specialists at a large investment advisory firm. I joined Edward Jones in 2009 and earned the AAMS® and CRPC® (Chartered Retirement Planning Counselor¿) professional designations.
Using an established process, I build personalized financial strategies for my clients designed to help achieve their distinctive goals. I take the time to listen closely to my clients to understand their stories and their values. Once the strategies are implemented, I partner with them throughout their lives to help keep them on track. To ensure comprehensive management, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always maintaining client confidentiality.
I am proud to serve a variety of clients.
- Retirees and those nearing retirement
- Those with questions about Social Security
- Business owners
- Executives with company stock and/or stock options
- Investors with tax concerns
I am passionate about counseling my clients and building meaningful relationships. My team and I are committed to helping our clients attain their financial goals through personalized strategies.
Outside of my role with Edward Jones, I am active in my community and serve on the board of the Forney Education Foundation. My wife and I just celebrated our 20th wedding anniversary. In my free time, I enjoy hiking, camping, grilling and attending my daughters’ volleyball games and dance recitals.
I provide personalized, complimentary written retirement strategies and investment analysis. I am also happy to provide investors with a second opinion, risk analysis of their current portfolio or review of existing insurance policies. To see how my team and I can help, call, email or message my office today.
Phone NumberMichael J Taysom at (972) 203-9323
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