Helping Improve the Financial Lives of Every Client
Our mission is to nurture lasting client relationships and provide exceptional service. We see financial planning as more than numbers; it’s about giving you the financial freedom to pursue your dreams. We’re committed to crafting personalized strategies that secure your financial well-being and empower you to live the life you aspire to. We’re not just advisors; we’re your dedicated partners on your path to financial success.
Recognized Among Forbes Best-in-State Wealth Advisors and Tennessee’s Top Workplaces
About Us
Located in Franklin, Tennessee, the Sircy-Hurd Wealth Team is dedicated to building lasting relationships and delivering exceptional customer service. We take a unique approach, placing the utmost importance on building lasting relationships and delivering exceptional customer service. Our mission is to serve our clients in a way that grants them the time and freedom to focus on what truly matters in their lives.
With a wealth of experience and financial expertise, we craft personalized, long-term plans and strategies covering retirement, college funding, insurance, and estate planning. Our mission is to secure your financial future, allowing you the freedom to focus on what truly matters.
Our core goals are twofold: delighting clients and enhancing lives over time. If you’re seeking an experienced, trustworthy financial planner in middle Tennessee, discover our exceptional team below.
Meet Our Team
Learn more about each of the dedicated members of the Sircy-Hurd Wealth Team.
Bob C. Sircy, Jr.
CPA
Founder & Emeritus Wealth Advisor, Sircy-Hurd Wealth Team, SageSpring
Crystal Imperiali
Investment Adviser Representative, SageSpring | Financial Professional, RJFS
Julie Molteni Porter
Director of Operations/Sircy-Hurd Wealth Team, SageSpring | Client Services Manager, RJFS
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
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
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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Our Location
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Corporate Phone
615-861-6118
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