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      CORPORATE HEADQUARTERS

      801 Crescent Centre Dr., Suite 600
      Franklin, TN 37067

      CORPORATE PHONE

      615-861-6100

      Office Hours:

      8am-5pm, Monday-Friday

      Corporate Team

      Visit Corporate Team Page

      Our Locations

      Tennessee Locations

      Alabama Locations

      Iowa-Nebraska Locations

      Texas Locations

      What We Specialize In

      Retirement Income Planning Icon

      RETIREMENT INCOME PLANNING

      We will help you financially plan for retirement and suggest alternative streams of income where applicable.

      Tax Integrated Icon

      TAX-INTEGRATED PLANNING

      Our expertise with the tax code helps us incorporate your taxes into financial planning.

      Financial Planning Icon

      FINANCIAL PLANNING

      We keep our team and clients accountable through ongoing analysis of your finances.

      Investment Planning Icon

      INVESTMENT PLANNING

      Take the worry out of financial planning and know that our team is continuously monitoring for any potential risks to your portfolio.

      What to expect at an appointment

      Step 1

      We get to know you

      We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us.

      Step 2

      WE ARE TRANSPARENT

      We want to make sure you completely understand our role as a financial advisor and how we can help you create a strong financial future.

      Step 3

      WE WORK TO UNDERSTAND YOUR GOALS

      Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.

      Step 4

      WE INTRODUCE YOU TO OUR TOOLS

      We help you understand our process and the tools we will use to formulate a savings and investment plan tailored to your specific goals.

      Step 5

      WE CREATE A LASTING RELATIONSHIP

      Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.

      Find An Advisor

      Though each of our teams and advisors may vary in their focus and technique, we have a common purpose and share in the same successful approach to planning-creating a comprehensive financial plan, tailored to your individual and personal goals.

      Resources

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        January 13, 2021

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