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401Kyle.com

Investments are a matter of opinion.  Taxes are a matter of fact.

Why not get a 2nd opinion about your financial health and potential tax status?



Get to Know Us

Second Opinion Service

If you get a 2nd opinion about your health, then why not get a 2nd opinion about your financial health?  It might be time for a Second Opinion Service Report!

Schedule an appointment with me to learn about the SOS Report and how it can help you be ready for retirement. 

Schedule A Call



Investment & Tax Management Strategies



The goal of a 401(k) is to provide retirement income that lasts longer than you. However, none of us truly know how long that will be, as tomorrow is not promised. Neither do we know how investment returns will turn out during retirement. So, at 401kyle.com, we create strategies for lifetime income for a tax efficient, dignified lifestyle.


Together We Will Address:


Cash Flow Analysis Jackson, TN 401Kyle.comCash Flow Analysis

Tax Efficiency Strategies Jackson, TN 401Kyle.comTax Efficiency Strategies

garden photo

garden photo

Comprehensive Financial Planning Jackson, TN 401Kyle.comComprehensive Financial Planning

Retirement Income Planning Jackson, TN 401Kyle.comRetirement Income Planning



Dedicated to Providing Wealth Management

For Your Lifetime and Your Legacy

Whether you’re just getting started and need guidance or you’re interested in understanding the most efficient way to manage your taxes, we’ll work with you each step of the way.

What We Offer

Access Your Accounts

Meet Kyle

Kyle Williams

Investment Advisor Representative, CRPC®



I believe in hope. I believe that hope is the present enjoyment of a future possibility. Hope is the reason why I started 401Kyle.com and my career as a financial advisor. Our family has lived in Jackson, Tennessee for over 35 years and we consider West Tennessee our home. After working for the State of Tennessee and then enjoying 10 years as a stay-at-home dad with my children, I began my career as a financial advisor in 2008. 

My desire as a financial advisor is to share the financial aches and pains our family endured when I was a residential engineer. When I decided to leave the State of Tennessee, I gave up a paycheck and we were forced to live on a one-income budget. I believe the financial experiences during that period serve me well and gave our family hope that is being enjoyed today.

I can help you build this financial hope by using the tools and resources from Cetera to help develop retirement readiness and create a roadmap to calculate lifetime income with tax-sensitive distribution strategies for a comfortable and dignified lifestyle. I take my responsibility to my clients very seriously. I believe it is better to prepare than to repair. When working with advisory accounts, as a fiduciary, I have the privilege to guide and support my clients’ best interests as they plan to and through retirement, so they can enjoy future possibilities.

I take pride in listening carefully to my clients, assessing their needs and developing a personal strategy that helps them sleep at night, knowing they have a plan in place for whatever the future holds and adjust accordingly. Tomorrow is not promised to us, but we do not need to live in the fear of the unknown. Make plans for your future today.

Interested in Working Together?

Schedule Time to Meet

Madison Buie Photo

Madison Buie

Admin Team

Madison Buie, a Kansas City native, lives in St. Louis, MO. With past experience in banking, her background has prepared her to help clients in the financial service sector. As a virtual assistant with RemoteLink Solutions, she enjoys growing her experience in the industry and helping clients as much as possible. 

Madison enjoys hunting, fishing, hiking, being out on the lake, and traveling. She loves all sports but especially loves cheering on the Kansas City Chiefs and Kansas City Royals. She is married and she and her husband love to serve in ministry through their local church.

Research Team

Want to read more about our team? Visit this link to read their full bios.

Gene Goldman,
CFA

Chief Investment Officer & Director of Research		Brian Klimke,
CFA

Investment Director


Hristo Stefanov,
CFA, CAIA

Investment Director


Richard Anderson


Investment Director


Shannon Otterbeck


Director, Research Strategy and Development

Collin Martin,
CFA

Market Strategist 



Milton Hadinoto,
CFA

Senior Investment  Analyst


Vaishali Kothari


Senior Investment Analyst 
Neel Hasan


Senior Investment Analyst
Edgar "EJ" Vincente

Analyst

 

What Sets Us Apart


We Understand the Importance

Of Being There for You

At 401Kyle.com, we pride ourselves on the industry experience and knowledge we bring to the table. Your needs are always put first as we truly want the best for you at the end of the day. Through close collaboration, we strive to fully understand what you are looking for and how we can best assist you.


When We Work Together, You Can Expect:


Someone who listens carefully to your wants Jackson, TN 401Kyle.comSomeone who listens carefully to your wants, hopes and goals.

A full assessment of you and your family's needs Jackson, TN 401Kyle.comA full assessment of the needs you and your family have.

Development of a personal strategy Jackson, TN 401Kyle.comDevelopment of a personal strategy to ease your concerns.


Knowing you have a plan in place for whatever the future holds allows you to feel confident in your financial decisions and adjust accordingly. Tomorrow is not promised to us, but we do not need to live in fear of the unknown.

Let’s make a plan for your future.

Learn More About How We Help

Helping You Create a Plan

For Financial Freedom


Successfully Planning for Retirement

Setting out to create a financial plan that will guide you into the future can be a daunting task, however, it does not have to be. Working with an the experience and knowledge professional , you’ll be able to navigate your finances and, with the use of eMoney, your goals can be organized step by step.

Together, We’ll Work With You To:


  • Organize Your Finances
  • Identify & Prioritize Your Financial Goals
  • Estimate Your Cost of Retirement
  • Track Your Progress Toward Your Goals
  • Choose How Much to Save
  • Identify Potential Tax-Savings Strategies
  • Optimize Your Social Security & Pension Benefits
  • Create a Withdrawal Strategy
  • Ensure Your Dependents Have Income After You’re Gone
  • Help You Leave a Legacy & Pass On What You’ve Built
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Investing With Purpose

The market is an efficient information-processing machine. Therefore, we try to avoid market timing with diversification. We go beyond daily news headlines and focus on your unique goals. We craft a purposeful investment plan to fit your needs and risk tolerance by using an assortment of investment strategies.

Faith-Based, Environmental & Social Investing

By screening for a company’s operations for an investor’s potential investment.

Passive Investing

Using low-cost ETFs and mutual funds dictated from the premise of efficient markets.

Quantitative Investing

Building a model with a set of parameters computed on asset price and technical analysis.


Interested in Learning More?

Schedule a Call





How We’ll Get You on the Right Track


We can help you get organized by creating a personal financial website. Having your financial information housed in one secure location can be convenient, and if you choose to have a personalized website created for you it will be safe, secure and accessible only to you 24/7 on your computer, tablet or smartphone. You will be able to:

  • Receive a current, consolidated view of everything you own and owe
  • Track your spending and monitor your cash flow
  • Set budgets and track your progress
  • Monitor your investments
  • Store scanned documents in your online “vault”


A Clear Understanding of Where You Stand Today Can Serve As Your Roadmap for Retirement Readiness

Once your financial details are gathered, we can then help analyze your current financial situation and project it into the future to help you make informed decisions. Our goal is to help make sure that you are on track to meet your goals - today, tomorrow and in the future. With tax-sensitive distribution strategies, we’ll help ensure you’re prepared for a comfortable and dignified lifestyle.


Our R.E.T.I.R.E Process

Designed to Create a Roadmap for Financial Independence


Together, we’ll discuss:

R
E
T
I
R
E

Retirement Goals

Earnings & Spending

Time Horizons

Income Tax

Risk Tolerance & Investment Strategy

Estate Planning

With an in-depth understanding of these details, we will help you implement a personalized plan through meetings and course corrections. Life happens - a financial plan is a work in progress. We will be here to help you make updates and adjustments along the way.

Ready to Get Started?

Schedule A Call

Secure Account Access

Client Connection


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Are you a first time user? Contact Kyle to get started!

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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Are You Ready to Turn Your Dreams Into Reality?

We look forward to working with you - schedule a call with Kyle or complete the contact form below to get in touch.

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