Wood Tarver Financial (Schwab)

Kelly truly cares about my well-being. He has masterly guided me into retirement strategies and savings, and worked with my CPA to guide me into a beneficial tax bracket. Kelly and I had many meetings discussing what I wanted my retirement to look like, what was important to me in life and developed a financial wealth strategy to achieve that. When I discussed investments with him, he was honest about what he thought was a good investment and guided me away from investments that were not beneficial and would jeopardize our retirement strategy. I trust Kelly 100% and I am grateful for his expertise and transparency. Because of him, my retirement will be comfortable. Thank you Kelly!

Kelly really loves his wife and dogs. You should invest with him.

Okay maybe i'm biased but kelly and the team work really hard on helping people retire.