Taylor L.
Commercial Lines Producer at Larry E. Crum & Associates
- Role
- Financial Advisor at Shoemaker Financial
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Jan 2015 — Present · Germantown, TN, US
Business owners have varied financial needs as they establish, operate and grow their businesses. In addition to taxes, retirement and estate planning, you must also worry about providing retirement benefits to your firm’s employees, retaining your key people or preparing for their loss, and preparing for the day you will hand over the reins to someone else.I help business owners identify their business and personal financial goals through comprehensive financial planning. I take care of the financial complexities so they can focus on growing their business and spending time with their family.Professional Services:Personal and Business Financial PlanningBusiness ValuationExit and Succession PlanningKey Employee Retention StrategiesKey Employee InsuranceExecutive CompensationRegistered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Shoemaker Financial is independently owned and operated. Shoemaker Financial 2176 West Street, Suite 100Germantown, TN 38138
Education
Haslam College of Business at the University of Tennessee
Marketing
2007 — 2012
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