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We're Moving!

We're Moving!

Effective May 28th, we will move our offices to :

9695 Lebanon Rd. #130

Mt. Juliet TN 37122


All of our other contact information will remain the same!

A Trusted Guide for your Financial Journey

A Trusted Guide for your Financial Journey

We are proud to offer financial planning and wealth management services.  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 independent financial advisors, we can offer a full range of investment options – not simply the products of one company.

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Our Process

Our Process

The first step to becoming a client is to set up an initial discovery meeting to discuss your financial situation and goals.  During this meeting, we will determine if we are a good fit.  

Assuming we are a fit, the next steps are data gathering, plan development and implementation.  We then continue portfolio and plan monitoring though regular follow-ups and reviews to ensure that your plan continues to aligns with your goals.


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Our Philosophy

Our Philosophy

We believe that building a long-term relationship with each of our clients will provide the best outcome.  To do this, we need to earn our clients trust, meaning doing what is right for them and not making promises that we cannot keep.

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A Comprehensive Approach to Planning

  One decision can easily affect more than one aspect of your financial world.  For this reason, we believe that it is important to look at the big picture when providing financial advice. 

More about Planning

Client Testimonials


Mark and Kathy Streets


Tom Montague

Contact Us Today!

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