My team and I want to understand what's important to the people and families that we work with. We will help you understand your current financial situation and then work together to set reasonable financial goals. We'll use an established process to build personalized strategies to help you reach your goals and monitor your progress on an ongoing basis.My wife, Kim, and I have been married for 25 years and have three children, ranging in age from 18 to 29. Spending time with my family is the most important thing for me to do. I cherish every minute of it. I am proudly a member of our local Claremont NC Lions Club which allows me to serve others in our community. You should connect with me and my team if:* You are retired or are nearing retirement and are seeking a retirement strategy.* Are a business owner or considering selling your business or practice and are in need of financial advice and guidance. * You have investable assets and/or are in your higher income savings years and would like a second opinion on your current plan. We would address 5 items; Are you on track? If not, what do you need to do to get on track ? Evaluate performance and risk in portfolio. Evaluate diversification. And finally, review fees and expenses to ensure they are in line with the services you are receiving. Email: tim.bryson@edwardjones.comTelephone: 828-459-9933/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.