Tal Goldsby CFP®
Managing Director
615-383-0262
Philosophy
He specializes in providing fee-based financial planning, asset management and insurance services for individuals whose primary concerns are preparing for retirement, business continuation and investment management
Professional Services
- Investments
- Financial Needs Analysis
- College Funding
- Life Insurance
- Retirement Strategies
- Long Term Care Insurance
- Disability Insurance
- Fixed Income Needs
Professional Qualifications
- Life/Health License
- Series 7 Security registrations
- Series 66 Securities registration
- Series 24 Securities registration
- Certified in Long Term Care
- Certified Financial Planner™ Professional
Community / Industry Involvement
- Member of GAMA International
- Founder of Pigs in Flight BBQ Competition
Personal
- Started with Shoemaker Financial in 2004
- Grew up in Memphis, TN
- Graduated from Rhodes College
- Married to Natalie Goldsby
- One daughter, Tiner, born on 05/11/2012; one son, Witt, born 6/30/16
- Enjoys Traveling with the family
- Loves to cook BBQ competitively
Tal Goldsby is a registered representative and investment advisor representative of Securian Financial Services, Inc. Member FINRA/ SIPC. Shoemaker Financial is independently owned and operated. No 2146619 DOFU 6.17.18
