Meet Charles Tatum

Charles Tatum, CFF

Retire Guides Operations Manager

charles@retireguides.com
Phone: 817-912-5925

My passion is helping people achieve their financial goals.

Charles Tatum has successfully completed the series 7 & 66 exams. A native of Midland, Texas he attended the University of Arkansas and played basketball for the legendary Nolan Richardson, where he first developed a love for helping people through the SEC good work team.

He spent ten years pursuing his passion for service as an educator and coach. As Charles transitioned from education to financial services, he wanted to remain in an industry that helps change lives, and joining the Retire Guides family has given him the opportunity to do just that.

His wife and 6 beautiful children are the light of his life. He continues to be committed to service through his local church and active in community service. Charles hopes to continue pursuing and passing on this legacy for years to come.

About Retire Guides

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Understanding Social Security Benefits

This Detailed eGuide explains how to apply, covers timing, health, you desire to work, and other factors that may influence your Social Security claim decision.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

Retire Guides is an independent financial advisor dedicated to making retired living achievable and enjoyable by offering a retirement roadmap, providing tools that make navigating retirement that much easier, and serving as a guide to set you on a path towards a comfortable retirement.

Location

6513 Colleyville Blvd #100
Colleyville, TX 76034

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Hours of Operation

Monday:	9am-5pm
Tuesday:	9am-5pm
Wednesday:	9am-5pm
Thursday:	9am-5pm
Friday:	9am-5pm

Retire Guides is a marketing name for securities, insurance, and investment advisory services offered through Avantax Investment Services℠, member FINRA / SIPC.

This communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Neither Avantax Investment Services℠, nor its registered representatives, offer tax or legal advice.

Broker Dealer Disclosure: Securities and investment advisory services offered through Avantax Investment Services℠ (AIS), member FINRA / SIPC. AIS is separately owned and other entities and/or marketing names, products or services referenced here are independent of AIS.

Blue Sky Disclosure: This communication is strictly intended for individuals residing in the state(s) of Texas. No offers may be made or accepted from any resident
outside the specific state(s) referenced.

1 Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

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