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Cliff Taylor, CFP®

TrustCore Financial Services

105 Westwood Pl
Ste 400
Brentwood, TN 37027
Phone: (615) 369-1421

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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Starting a Family
  • Succession Planning
  • Men's Finances
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.