Jeremy D. Tyler ChFC ®

Financial Planner

About Jeremy

My name is Jeremy and I am the leader of our organization.  Notice that I did not say boss, as titles do not mean much around here and I consider everyone an equal, clients included. 

At 417 I work with clients to provide direction on many different topics.  Medicare and Investing for those clients who are on Medicare is my specific area of expertise.  After five years in the insurance business I decided to get an investment license in 2006 as I like new challenges and felt that investments were the next logical challenge in my life. 

Fast forward ten years or so and my purpose in the industry became quite clear to me. I would only work with clients who were retired or nearing retirement.

As the years have passed I have learned that making this decision has made my skill set unique in our community.  If you are nearing retirement and need help with Medicare or have some of the questions that I answer every day, please let me know.

Financial Advisor at 417 Medicare

Questions I answer every day:

  • How does Medicare work?
  • When should I draw Social Security?
  • Can I lower my tax bracket?
  • What do I do with my investment accounts now that I am retired? Should I take less risk and how do I spend the money in my accounts?
  • Do I need long-term care insurance?

Why I work with retirees

This led me down the path of only working with retirees or those near retirement.  I have developed my version of a dividend based investment strategy to help our clients let their money work for them to provide them with “mailbox money.”  
 

You may ask why do I choose to only work with retirees?  I think it all goes back to my childhood.  Growing up I spent a lot of time with my Great Grandma (Shirley Wilson).  She lived just around the corner from our house and when my parents went out or simply needed a sitter, my great granny was there.  I also spent a lot of time with my mother’s father Grandpa Albert Wilson-who talked about Wal-Mart stock 50% of the time he was talking.  

When I became a little older at say age 10, I got a paper route and many of my customers were retirees.  The point that I am making here is that I spent a lot of time as a young boy around “older folks” and I have a great affinity for this segment of the population.  I greatly enjoy hearing all of the stories that clients share with me and the life lessons that they teach me.  So, all in all, I feel perfectly at home working with retirees, it reminds me of the good old days.  

 

Nowadays I am married to my beautiful wife Erin and have two daughters Adeline (5)and Amelia (1).  I always joke that God blessed us with two daughters to soften me up.  Family is my life and I would not have it any other way.  

I grew up in Rolla, MO where my dad was a plumber and my mom worked in fast food.  My childhood was filled with many challenges-which I am thankful for!  It is my belief that if I would have had an easier childhood that I would not be in the position that I am now.  When I graduated high school I came to Springfield to attend Southwest Missouri State and I graduated in 2001.  From there I started my insurance career at Mutual of Omaha and ventured out on my own in 2008.  
 
I love working in this industry and the constant challenges keep me on my toes.
 

Bring me your challenges.
I welcome them.

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