Tyler Shamblin
Many people I serve have identified a few situations that were present when we first met. Do any of these statements apply to you?
💭 “I’ve begun doing ‘financial things’ but don’t really know if what I’m doing has me on track for my goals.”
💭 “I’ve spent many years saving & investing, but I’m afraid if I take money out in retirement the wrong way I’m going to run out.”
💭 “I just graduated from med school with $200K+ in student loans and am overwhelmed with balancing debt management and advancing my career.”
💭 “I’m concerned that taxes, inflation, and/or the economy could change how I get to use my money.”
💭 “I earn a decent income, but I don’t know if I’m using it in the best way.”
💭 “I own a business, but planning for an exit of the business has always been a ‘someday’ topic.”
Your specific needs and desires will guide us in the route we take to solve these concerns.
In a financial planning relationship with me, you will:
💡 Know if you’re on track for your financial goals, and if not, how to get there
💡 Discover where you are most exposed to financial risks and how to protect them
💡 Know the amount of income needed to retire and how to draw it so that your money goes furthest
💡 Tackle debt in a simple, understandable way
💡 Have flexibility to adjust advice received based on life changes
💡 Gain a coach on your side (that’s me!) to hold you accountable to your stated goals
💡 Understand how to seamlessly transfer wealth to the next generation
💡 Learn the most effective and profitable way to transition out of your business
💡 Identify ways to combine personal financial growth with competitive employee-retention strategies, if you’re a business owner
Some clients, whether combined with personal financial planning or “a la carte” will engage in an investment management relationship with me. In this relationship, you will:
💡 Develop confidence that your investments align with your financial goals and objectives
💡 Balance growth potential with an appropriate amount of risk
💡 Take advantage of tax-efficient ways to grow and distribute wealth
💡 Alleviate the emotional aspect of investing that tends to cloud many investors’ judgment
📞SCHEDULE A CONVERSATION WITH ME📞
Use the link provided or email me directly.
I'm looking forward to meeting you!
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Tyler Shamblin is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and investment advisory services are offered through Securian Financial Services Inc. member FINRA/SIPC. 4900418 DOFU 8/2022
