Tyrell Smith
Financial Advisor
Tyrell specializes in retirement planning, income planning and investments. He enjoys working with all individuals seeking financial support and wanting to pursue greater financial security. He particularly loves serving small business owners and individuals who are retired or approaching retirement.
Tyrell’s goal is to help you pursue the greatest advantages possible in the financial world. He wants you to feel confident in your financial situation and relieve the emotional and mental burden of financial decision-making.
As Tyrell’s client you can expect
- Management of retirement savings
- Assistance with and simplification of key retirement decisions such as Social Security timing
- Guidance in determining the amount of money needed for retirement and the identification of potential income sources
- The development of a personalized investment plan that incorporates future planning and tax considerations
- A lifelong working relationship and ongoing support for financial needs throughout retirement.
Tyrell Smith is a chartered retirement planning counselor and a registered financial advisor. He holds Series 7 and Series 66 registrations through SCF Securities Inc and SCF Investment Advisors and is licensed as a life insurance, health insurance and annuity agent. He received his MBA in 2011 from Colorado State University – Pueblo.
Tyrell grew up in a small farming community where he learned the value of a dollar through hard work as a farm hand and student athlete. Service and community have always been a significant part of Tyrell’s life. As a young adult, he spent two years serving the people of Venezuela. He continues to value and enjoy serving others in various capacities. Tyrell has been happily married to his wife Jordan, the woman of his dreams, for the past 15 years and enjoys helping her raise their four beautiful children.