Tarrant Financial

Tarrant Financial Planning with Purpose Helping people align their money with their life's goals drives what I do. I also enjoy family movie nights, sports, and model railroading.

I became a financial planner in 1992, after being inspired by my parents' hard work in making ends meet while growing up in a blue collar, middle-class Atlanta neighborhood. I have always tried to help others, and now I strive to help people make the most of their lives and relationships through high quality, personal financial planning. My financial planning is goal-centered and built around each

person's unique situation and issues. By affiliating with IFG and LPL, I have remained independent and can tailor strategies seeking to build, preserve, and transfer wealth in a tax-advantaged way. In short, I serve as a client's lead financial advisor to help choreograph their financial affairs and ensure prudent implementation of their financial plan. Most of my clients want help figuring out if what they are doing will get them where they want to go, and also if there are blind spots they need to watch out for. I look at a client’s entire situation and work with them step-by-step to make positive changes. I also leverage technology to help clients stay organized and focused, help make their financial life a little simpler, and facilitate easier meetings within clients' busy schedules. To have one source for a client’s financial planning needs, I maintain a network of professionals to assist with specialized planning issues, such as tax planning, estate and legacy planning, prudent debt planning, business consulting, etc. I also utilize IFG and LPL's programs and research to implement personal investment portfolios in a fee-based platform. When not working with clients, I can be found having fun with my sons in Boy Scouts or mentoring other scouts, or in the mountains or at the beach with my wife and family. We love to travel and have new experiences, or help others through volunteer service, church work, and mission trips.

07/22/2026

Here's a video of her steam and whistle, that high, lonesome sound 🚂

Was really happy to see the Nashville, Chattanooga & St Louis Railway steam locomotive No 576 come back to life on Frida...
07/22/2026

Was really happy to see the Nashville, Chattanooga & St Louis Railway steam locomotive No 576 come back to life on Friday with a group from NC&StL Railway Preservation Society! Since 2019 volunteers of Nashville Steam have been rebuilding this massive J3-type 4-8-4 engine, and the team rebuilding it was celebrating the passing of its boiler test, a major milestone in its reconstruction. All tests were successful, and now they can proceed with the rest of the work.

The NC&StL donated 576 to the city of Nashville in 1952, and there she sat dormant as an attraction in Centennial Park, until she was fired up for the first time in 74 years. It was really cool to witness this milestone, and to be reminded of how incredibly blessed we are with American ingenuity and innovation. If all goes well, she will be in passenger excursion service by the fall of 2027, if not sooner. We'll be there!

250 years ago today 56 men representing 13 colonies boldly declared independence. Through their creativity, commitment, ...
07/04/2026

250 years ago today 56 men representing 13 colonies boldly declared independence. Through their creativity, commitment, perseverance, and sacrifice, today we all enjoy the freedoms and prosperity offered by The Great Experiment - the United States of America!

Grateful for all of the freedoms we enjoy - the freedom of worship, the freedom of the press, the freedom of gathering, the freedom to vote and serve, the freedom to move about the country, and so many other freedoms - may we celebrate today the freedoms God has blessed us with, the opportunities liberty offers, and all that we share and enjoy together in this great nation.

Grateful for all of you and proud to be an American; Happy 250th Independence Day!

Happy National Pharmacists Day! A day we find personally very important. From answering questions and ensuring medicatio...
01/12/2026

Happy National Pharmacists Day! A day we find personally very important.

From answering questions and ensuring medication safety to being a steady presence during challenging times, pharmacists play a vital role in keeping our communities healthy and supported.

Thank you for the compassion and commitment you bring to your work and for being there when it matters most.

Couldn’t make it to our Financial Planning 101 webinar?Good news. You can watch the recording here.It’s packed with prac...
01/08/2026

Couldn’t make it to our Financial Planning 101 webinar?

Good news. You can watch the recording here.

It’s packed with practical guidance and real-world money tips for college students and young adults beginning their financial journey.

Are you or do you have college-aged or youngadult kids? Financial Planning 101 was designed just for them. Packed with practical guidance, real- world money...

We're excited to introduce Phoebe Mason, who has joined Tarrant Financial Advisors as our Executive Assistant!Phoebe pla...
10/22/2025

We're excited to introduce Phoebe Mason, who has joined Tarrant Financial Advisors as our Executive Assistant!

Phoebe plays an essential role in supporting our clients and leadership team, helping daily operations run seamlessly. Her calm demeanor, attention to detail, and collaborative spirit have already made a great impression, and she’ll be instrumental in keeping our projects and priorities on track.

Please join us in welcoming Phoebe to our team— we’re thrilled to have her join us!

Join us for a virtual conversation on market volatility and long-term investing.This event will be helpful for those see...
04/18/2025

Join us for a virtual conversation on market volatility and long-term investing.

This event will be helpful for those seeking perspective and clarity in today’s ever-changing market landscape.

We hope you can join us.

Register here for the 8 AM:
https://lnkd.in/ejpNiUVr

Register here for the 12 PM:
https://lnkd.in/exsDVR8w

Join us for an exclusive virtual conversation with portfolio consultants Brad Alford and Anna Tabke as they break down t...
03/18/2025

Join us for an exclusive virtual conversation with portfolio consultants Brad Alford and Anna Tabke as they break down the latest on our Alpha Portfolios. Gain insights into portfolio construction, key holdings, and the impact of evolving economic policies on the market.

Choose a session that fits your schedule:
8 AM ET: Register Here: https://lp.constantcontactpages.com/ev/reg/tyyc6us?source_id=c79e13d0-7833-4763-9d02-7b8f8e2dbe3f&source_type=em&c=

12 PM ET: Register Here: https://lp.constantcontactpages.com/ev/reg/uh8e4vp?source_id=c79e13d0-7833-4763-9d02-7b8f8e2dbe3f&source_type=em&c=

Don’t miss this opportunity to stay ahead in today’s dynamic investment landscape!

We hope you can join us for an exclusive virtual conversation with our portfolio consultants, Brad Alford, and Anna Tabk...
03/13/2025

We hope you can join us for an exclusive virtual conversation with our portfolio consultants, Brad Alford, and Anna Tabke, as they provide an update on our Alpha Portfolios.

They’ll share insights on portfolio construction, key holdings, and how evolving economic policies may shape the investment landscape.

Register here for the 8 am event:
https://lp.constantcontactpages.com/ev/reg/tyyc6us?source_id=c79e13d0-7833-4763-9d02-7b8f8e2dbe3f&source_type=em&c=

Register here for the 12 pm event:
https://lp.constantcontactpages.com/ev/reg/uh8e4vp?source_id=c79e13d0-7833-4763-9d02-7b8f8e2dbe3f&source_type=em&c=

Thank you Georgia Pharmacy Association for having us! We were so happy to support the association all these years. What ...
02/26/2025

Thank you Georgia Pharmacy Association for having us!

We were so happy to support the association all these years. What a great audience and a fun event!

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Atlanta, GA

Opening Hours

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

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