Get Started

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.

    My name is

    ,
    and I need help with: (select all that apply)

    I live in

    , and I am

    years old.

    I make around

    a year. You can contact me at

    or
    .

      My name is

      and I need help with: (select all that apply)

      I live in
      and I am

      years old.
      I make around

      a year.
      You can contact me at

      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

      • financial-documents-to-keep

        What Financial Documents Should You Keep (and for How Long)?

        November 30, 2021

        While it can feel liberating to shed piles of paper documents, financial

        Read More

      • holiday-financial-checklist

        Holiday Checklist: Spreading Cheer with Finances in Mind

        November 24, 2021

        The holidays can be such a joyful time for both giving and

        Read More

      • refinance-student-loans

        Can You (And Should You) Refinance Your Student Loans?

        November 17, 2021

        If you have student loans, you’ve probably considered refinancing more than once.

        Read More

      See More Resources