Broker Check
Tal Goldsby CFP®

Tal Goldsby CFP®

Managing Director

Philosophy

Since 2004 I have worked with clients and associates to create and define goals. As a team, we then strive to build the resources needed to accomplish their objectives. The world is complex and there are many methods and systems used to solve financial issues. Our team takes an independent approach to finding the best solution for our client’s specific needs. We offer a smooth client experience that guides people from many walks of life.

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

Personal

  • Started with Shoemaker Financial in 2004
  • Grew up in Memphis, TN
  • Graduated from Rhodes College
  • Married to Natalie Goldsby
  • One daughter, Tiner; one son, Dewitt
  • Enjoys Traveling, Fishing, and all things outdoors with the family
  • Loves to cook BBQ!

Tal Goldsby is a Registered Representative and Investment Advisor Representative offering securities  through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.