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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Gaining a better understanding of municipal bonds makes more sense than ever.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Knowing the rules may help you decide when to start benefits.
Do you have an estate strategy? You should.
Healthy habits are one of the greatest gifts to give your child.
At what point can you call a personal vehicle commercial?
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?