HELPING YOU PURSUE FINANCIAL AND PERSONAL FREEDOM

Based in Franklin, Tennessee, the Deering Wealth Team believes that freedom is more than just a number on the bottom of a financial statement. Instead, we believe freedom can be found by serving joyfully, giving generously, and journeying through a well-planned life.

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RECOGNIZED AMONG THE NATION’S TOP WEALTH ADVISORS AND TENNESSEE’S TOP WORKPLACES

ABOUT US

Drawing on nearly two decades of experience, we utilize a team approach to provide custom, ongoing financial plans to help our clients pursue freedom and leave behind a legacy. We specialize in providing guidance to clients navigating retirement, business owners protecting and growing their companies, and high-level executives investing in their futures and legacies. It is our mission to help you pursue freedom through a variety of comprehensive financial solutions including retirement planning, tax planning, charitable giving strategies, and insurance and risk management techniques.

We start by gaining a true understanding of your financial situation, needs and goals. From there, we exercise the unique skillset of each team member to develop a tailored, comprehensive financial plan for you and your family. With your trust and confidence, we implement your plan and consistently manage your progress towards achieving your financial goals.

For us, it doesn’t matter what stage of life you are in, it’s how you plan for it! Whether you are preparing to retire, already enjoying retirement, building a small business, planning for college funding, focusing on charitable giving, or seeking tax efficiency, our compassionate, dedicated and professional team is here to provide a full suite of financial planning and wealth management solutions. As a team, we are deeply invested in you and we will always be there to walk you and your family through the many milestones of a well-lived life.

Meet the Team

Learn more about each of the dedicated members of the Deering Wealth Team.

Mark Deering, CFP®

Senior Executive Vice President
Southwestern Investment Group

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Jackson Wilcox, CPA, CFP®

Financial Advisor
Southwestern Investment Group

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Hillary Stalker

Financial Advisor
Southwestern Investment Group
Financial Professional, RJFS

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Janice Williams

Client Experience Specialist, RJFS

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Hannah Patterson

Registered Financial Associate, RJFS

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James Ridley, CFP®

Financial Advisor
Southwestern Investment Group

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Maddie Abrams

Client Services & Marketing Associate, RJFS

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VIDEO RESOURCES

Discover our recent video resources as a helpful guide for your wealth management concerns and questions.

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MEET THE DEERING WEALTH TEAM

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RETIREMENT PLANNING CHECKLIST

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HOW TO TAKE ADVANTAGE OF THE CURRENT REAL ESTATE MARKET

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COMMON MISCONCEPTIONS ABOUT FINANCIAL ADVISORS

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THE CARES ACT & YOUR FINANCIAL PLAN

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FINANCIAL TIPS FOR THE END OF THE YEAR

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MEDICARE OPEN ENROLLMENT

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IMPORTANT TAXES DATES TO REMEMBER

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UNDERSTANDING RETIREMENT INCOME TAXES

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LONG-TERM CARE PLANNING

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INFLATION AND YOUR INVESTMENTS

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NICK MURRAY CLIENT'S CORNER: THE TERRIBLE TEMPTATION TO HOLD CASH

OUR WEALTH PLANNING SERVICES

Through a variety of wealth planning services, our team has the knowledge and expertise to guide you in almost every aspect of financial planning. Below is a comprehensive list of our wealth planning services.

RETIREMENT

• Goal-Based Planning
• Retirement Contributions
• Retirement Withdrawal Planning
• Social Security Strategy
• Pension Optimization
• Medicare Planning

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INVESTMENTS

• Investment Selection
• Asset Allocation
• Portfolio Management
• Investor Risk Assessment
• Cash Management
• Education Planning

TAXES

• Tax Return Review
• CPA Coordination
• Tax Loss Harvesting
• Roth Conversion Strategy
• Ongoing Tax Reporting
• Charitable Giving Strategies

BUSINESS OWNER

• Entity Structure Comparison
• Retirement Plan Consulting
• Succession Planning
• Buy Sell Agreements
• Employee Benefits

ESTATE PLANNING

• Estate Document Coordination
• Beneficiary Review
• Asset Protection
• Trust Implementation
• Legacy Planning

RISK MANAGEMENT

• Emergency Fund Determination
• Life Insurance Analysis
• Disability Protection
• Long-Term Care Planning
• Property & Liability Protection
• Key Man Insurance

EMPLOYER

• Employer Plan Contributions
• Retirement Plan Investments
• Option Execution Strategies
• Deferred Compensation
• Stock Plan Analysis

OTHER

• Behavioral Financial Coaching
• Divorce Settlement Consulting
• Windfall Investment Plans
• Cashflow Analysis
• Money Movement
• Securities Based Lending

Contact Our Team

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Latest Resources

  • Forbes-Best-in-State-Wealth-Advisors-2021

    SEVEN SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

    February 19, 2021

    FRANKLIN, Tennessee — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive

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  • Mark-Deering-Southwestern-Investment-Group

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF MARK DEERING TO SENIOR EXECUTIVE VICE PRESIDENT

    April 26, 2021

    Franklin, Tenn. (April 26, 2021)—Southwestern Investment Group, an independent wealth management company

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  • deering-wealth-team-hot-wheels-story

    How Patience & Discipline Helped My Son Earn His ‘Hot Wheels’

    September 24, 2021

    By Mark Deering, CFP® Since my son, Caleb, was four years old,

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See More Resources

OUR LOCATION

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-6101

1. Forbes Best-In-State Wealth Advisor, Mark Deering, (2019, 2020) The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. 2020: Out of approximately 32,000 nominations, more than 4,000 advisors received the award. 2019: Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

2. Raymond James Leadership Council, [insert awarded advisor’s name], (2015 – 2020), Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

Deering Wealth Team
801 Crescent Centre Dr.
Suite 600
Franklin, TN 37067
United States
Phone: 615-861-6101