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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Term insurance is the simplest form of life insurance. Here's how it works.
Healthy habits are one of the greatest gifts to give your child.
Don’t overlook the need for renter’s insurance if you rent your home.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
There are things about Social Security that might surprise you.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?