One on one communication 

We pride ourselves on keeping a strong relationship that guides your investment and estate strategy

We are aligned with your goals as a fee only advisor

Optimal asset allocation and diversification

You worked hard to build up your asset portfolio and we want to make sure it continues growing while seeking asset stability

Customized solutions

Every individual has different objectives and hurdles

We are here to customize a package of investments, insurance and estate planning that meets your needs

Growth with less Turbulence

Your risk profile will help us design a solution just for you

Retirement Planning

How confident are you in your current retirement planning.  Are you saving enough for your desired retirement age?  Have you put enough away for normal expenses, travel, vacations, as well as future costs of healthcare? 

Stress Testing

What happens to your plans if inflation is higher than expected?  What about healthcare costs, interest rates, and equity performance?  Do you know how your portfolio will perform?  Do you know how your plans will change?

Contact us

If you are ready to stabilize your asset portfolio, secure your retirement planning and document your estate, contact us today

  • (615) 266-4233
  • 1441 New Highway 96W
    Suite 2 #208
    Franklin, TN 37064