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Charles E. Nash, CFP®, ChFC, CLU

PFM Advisor

3100 West End Avenue
Suite 1290
Nashville, TN 37203-6810
Phone: (615) 297-1660
Fax: (615) 297-1828

Toll-free: (800) 660-1592

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Household Income Minimum: $250,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: I specialize in stock option/restricted stock planning for corporate executives.

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