Welcome to Mt. Juliet Advisors!
We know how important your family’s future is to you. We also know that unreliable or biased financial advice could put that future in jeopardy. That’s why we go the extra mile to earn your trust. Our wealth management is fee-based, not driven by commissions. As an independent financial advisor, David can offer a full range of investment options – not simply the products of one company.
Informed Decision Making
Making the right choices in life starts with knowledge – understanding the cost and benefit of each option and knowing which options can help you build a legacy. We will strive to give you the knowledge you need to make appropriate financial choices for you and your family. We focus on addressing the needs of families – and we're committed to working toward making and keeping you independent.
Keeping you independent
Our first priority is risk management. In finding customized, appropriate solutions to your financial issues, we’ll help you plan to maintain control of your income, and manage the impact of taxes on your assets. We’ll help you to create a lasting legacy – through retirement and estate planning that strives to meet both your needs today and the needs of your children and grandchildren.
Take the first step today!
Give your finances the responsibility that they deserve. Turn to the experienced professionals who take your family’s future as seriously as you do. Contact us today.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
There are ways to improve your physical fitness without denting your fiscal fitness.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
There are common mistakes you can avoid when saving for retirement.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When should you take your Social Security benefit?