What Is the mission of your business?

The financial planning industry has always intrigued me, and I was lucky enough to get hired by Tarkenton Financial directly out of college to handle licensing, contracting and back office accounting. But I’ve been hungry to learn more about the industry, and over time I’ve taken on more roles. For instance, I’ve learned a lot by helping our Director of …

What Ladders and Buckets have to do with retirement income

I grew up on Signal Mountain in Chattanooga, Tennessee, where I attended an all-girls private school for grades 7-12. Some people think this sounds crazy, but it was a wonderful environment that allowed me to thrive in my studies.  This set me up for success to choose the right college, The University of Georgia (maybe that’s really why Fran hired …

Everyone and their mom are on Facebook….are you?

I was one of the first college kids to join Facebook back in 2004, when registering with a valid college email address was a requirement. That’s right, I was an early adopter. I had no clue what Facebook was—I was just a freshman who wanted to make friends on campus and stay informed about events going on. 10 years later, …

The Common Trait Among Top Producers

I have been working with Tarkenton Financial for 12 years now. I typically work hand in glove with new agents to provide the initial assistance they need to flourish in the Tarkenton Financial system, but the relationships I have built with agents allow me to continue to work with them for years to come. I was raised in a row …

Did you ever change your mind?

Of course you did! We’ve all done it at some point. No matter what area of life it may be, we decided that we needed to take a different path. Well, the same thing is true when it comes to your clients’ Social Security benefits. Social Security DOES give you some chances at “do-overs.” One of these can be very …