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We are a full-service financial firm embedded in the roots of beautiful Middle Tennessee. We are committed to providing professional service backed by organizational strength to aid you in defining and pursuing your objectives.
We are a full-service financial firm embedded in the roots of beautiful Middle Tennessee. We are committed to providing professional service backed by organizational strength to aid you in defining and pursuing your objectives.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.