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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.
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.