You made it to retirement, now what? Let's take a look at the big picture to get the most out of your nest egg. We help our clients develop a plan they can be confident in so they can spend more time doing what they love and less time worrying about retirement.
Your financial plan is more than retirement alone, so we take a holistic approach to your goals. You can think of us as your outsourced family CFO, or as the caddy that's going to help you navigate the golf course.
We customize portfolios based upon tolerance for risk, capacity for risk, desired goals and tax situation. We partner with Riskylze to construct portfolios that align with our client's goals.
We audit and advise on your life, long-term care, health, property and casualty, and employee benefits as part of our ongoing services and work to find transparent solutions for your insurance needs.
We help our clients get the proper documents in place to protect their families and review them on an annual basis. Many families tend to put this off, but we have streamlined the process to make it fast, simple and even fun.
Nick Palmer is a financial advisor based in Nashville, TN. He and his wife, Ellie, are both Nashville natives and met in the 5th grade.
Nick's passion is to develop strategies to help his clients live their best lives. Palmer Wealth Planning LLC was founded to provide clients with unbiased, personalized advice. We are focused strictly on helping you, your family and your business.
Master's Degree - Austin Peay State University, 2014
Bachelor's Degree - Middle Tennessee State University, 2008
Chartered Retirement Planning Counselor (CRPC) - College for Financial Planning
Trustee - Hillwood Presbyterian Church
Board Member - Hillwood Playcare, Inc.
Chapter Alumni Advisor - Kappa Alpha Order at Vanderbilt University
Past Member - MTSU Alumni Board of Directors
Palmer Wealth Planning LLC "PWP" is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of PWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.