Who we are NOt
Annuities
Commission Advisors
Investments Only
We don't use annuities in our practice. There is nothing inherently wrong with them, we just find there are more efficient ways of accomplishing long-term goals for disciplined investors.
Investments Only
Commission Advisors
Investments Only
We offer full service planning which includes, but is not limited to, tax, insurance, estate, long-term care, education and charitable giving.
Commission Advisors
Commission Advisors
Commission Advisors
We do not generate commissions from trading activity. Instead, we provide all our investment an planning services for a percentage of assets under management beginning at 1.25% descending. This is billed directly from client accounts.
Captive
A Firm for Everyone
Commission Advisors
We are not tied down by a large firm which gives us the flexibility to tailor solutions for you.
A Sales Machine
A Firm for Everyone
A Firm for Everyone
I'm admittedly a bad salesman, but an excellent tactician. I will never pressure you to work with us or to sell you any product.
A Firm for Everyone
A Firm for Everyone
A Firm for Everyone
We are a boutique firm that does not want to work with thousands of clients. We do this to optimize customer service and accessibility. We are currently working with around 60 families and aim to keep total relationships under 100 families.
who we are
Tax First
Accessible
Accessible
Most families will pay the IRS more than any other entity in retirement. We need to pay the taxes owed, we just don't want to leave them a tip.
Accessible
Accessible
Accessible
Clients have access to my calendar via Calendly and can schedule meetings and call backs at any time. We conduct two reviews per year in March and October with an optional summer check-in.
Virtual
Accessible
Fiduciary
Around 90% of client appointments are held via Zoom. Other clients prefer to have meetings at their home.
Fiduciary
Family Focused
Fiduciary
This term is a bit overused in our industry, still, our firm acknowledges our fiduciary duties. Learn more by clicking here.
Independent
Family Focused
Family Focused
We are independent and work only for our clients.
No sales quotas here.
Family Focused
Family Focused
Family Focused
We focus on family financial planning. Some families are more complicated than others, and we get that.
Who is a good fit for our firm?
If you are retired or retirement is on the horizon
Our firm's primary focus is family retirement planning and wealth transition.
Okay with digital scheduling
This helps us be more accessible to our clients and allows them to schedule calls and appointments at any time with a click of a button.
Investable Assets of $500,000+
Our systems work best when families have $500,000 or more of investable assets. This is waived on a case by case basis. We will still provide a complementary financial plan to families not meeting this threshold.
Not a jerk!
Seriously, we will not work well together. In the event our professional relationship is not working out we will help you find an advisor that better fits your needs and part ways as friends.
95 White Bridge Pike STE 304
Nashville, TN 37205
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