Tyler Liffrig

Tyler Liffrig

Education:

  • University of Mary – Bachelor of Science, Business Administration

Family:

  • Wife – Jacque
  • Daughters – Lexa and Brynn
  • Sons – Gavin

Services:

  • Estate Planning Strategies
  • IRA Planning – Traditional, Roth and 401(k)
  • Lump Sum Distributions
  • Retirement Plans
  • Employee Retirement Programs
  • Life Insurance Planning

Professional Credentials:

  • Series 7 registration *
  • Series 66 registration **
  • Life and Health Insurance
  • 2016-2018 – TruWealth Financial Concorde Investment Services
  • 2018 – Present- LPL Financial

*Registrations are held through LPL Financial

**Registrations are held through LPL Financial and Goss Advisors

Special Benefits:

As more people call themselves “financial planners,” finding the professional to address your financial planning needs isn’t easy. Take your time when choosing a financial planner. Before making a decision become familiar with the planner’s business style and understand the level of services he provides. Look for a measure of the planner’s commitment to ethical behavior and adherence to high professional standards. Most importantly, look for a financial planner who will put you and your needs at the center of every financial planning arrangement. You will find that Tyler takes the time necessary to help his clients understand the principles of investing so they can make better choices.