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We are a full-service financial firm embedded in the roots of beautiful Middle Tennessee. We are committed to providing professional service backed by organizational strength to aid you in defining and pursuing your objectives.
We are a full-service financial firm embedded in the roots of beautiful Middle Tennessee. We are committed to providing professional service backed by organizational strength to aid you in defining and pursuing your objectives.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.