Holistic Financial Planning Made Simple
A Tax Efficient Retirement
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.
A Holistic Approach
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.
Investment Management
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.
Insurance and Risk Management
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.
Estate Planning and Inheritance
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.
Meet nick
Nick Palmer, CRPC
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.
Education
Master's Degree - Austin Peay State University, 2014
Bachelor's Degree - Middle Tennessee State University, 2008
Designations
Chartered Retirement Planning Counselor (CRPC) - College for Financial Planning
Community Involvement
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
