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Our team of professionals are available to address your questions and guide you toward financial planning solutions. Please complete this form, and a team member will get back to you promptly.

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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

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RETIREMENT INCOME PLANNING

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

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TAX-INTEGRATED PLANNING

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

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FINANCIAL PLANNING

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

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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.

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