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Mark D. Richards, III, CFP® CIMA®

TrustCore Financial Services

105 Westwood Pl
Suite 400
Brentwood, TN 37027

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth

 

How Planner Charges

Considerations: This is a fee based practice

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