Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Asset Allocation
- Career Change
- Investment Management
- Estate Planning
- Employee Benefits
- Getting Divorced
- Mutual Funds
- Job Loss
- Insurance
- Retirement
- Stocks & Bonds
- Life Planning
- Succession Planning
- Long-term Care
- Sudden Wealth
- Men's Finances
- Special Needs
- Women's Finances
How Planner Charges
Considerations: We Provide a Cup Of Coffee and a Second Opinion
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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725 Cool Springs Blvd
Ste 600
Franklin
TN
37067
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Select
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725 Cool Springs Blvd
Ste 600
Franklin
TN
37067
|
|
Select
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725 Cool Springs Blvd
Ste 600
Franklin
TN
37067
|
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