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Welcome to Mt. Juliet Advisors! The Cycle of Investing Perception vs. Reality

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.


Helpful Content

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Rightsizing for Retirement

What does your home really cost?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Surprises

Making the most of surprises is a great reason to work with us.

Saving for College 101

Here’s a crash course on saving for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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