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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
One way to find money is to examine your current spending habits and eliminate money wasters.
Calculating your potential Social Security benefit is a three-step process.
In the face of divorce, making changes to insurance coverage may be overlooked.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Do your insurance needs stay the same when the nest empties?
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
It's easy to let investments accumulate like old receipts in a junk drawer.
When do you need a will? The answer is easy: Right Now.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.