Helping You Pursue Financial and Personal Freedom
The Deering Wealth Team finds fulfillment in helping clients find financial freedom as they transition into retirement. Freedom is more than the number on the bottom of a statement. We believe freedom can be found by serving joyfully, giving generously, and journeying through a well-planned life.
Our team provides personalized, ongoing guidance for families as they prepare for retirement, transition into retirement, and maintain their retirement. In their later years, our clients often want to give back to their communities and solidify their legacies. Drawing on over a decade of experience, we help them meet these goals.
For years, our clients have referred their friends and families to us for consultations. Our clients highly value the objective and impartial advice they receive as a result of our independence from any particular investment or insurance product line.
The Deering Wealth Team has been providing sound, conservative financial planning since 2002. We’re deeply invested in our client outcomes, and we’ll be there to walk our clients and their families through all the milestones that are part of a well-lived life.
For more information, please go directly to our team website at www.deeringwealthteam.com.
Meet the Team
Learn more about each of the dedicated members of the Deering Wealth Team.
Mark G. Deering, CFP®
Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS
Financial Advisor, RJFS
Jackson Wilcox, CPA
Registered Planning Professional, RJFS
Client Operations Specialist
Client Services Associate
Contact Our Team
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Mark Deering Named to Forbes’ List of Top Wealth Advisors
March 21, 2019
The list recognizes advisors from national, regional & independent firms.
SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
February 18, 2020
FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob
How Much Should Be in Your Emergency Fund?
July 1, 2020
Everyone talks about emergency funds—especially Dave Ramsey—for a few very important reasons: