Our Process
We are a generational wealth planning office. Our advisors work as a team to help you and your family create and maintain generational wealth.
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If you are interested in becoming a client, please call our branch at 931-520-0778 to have a quick phone interview. You will be asked a few financial questions, so we can pair you with the advisor that best matches your stage of life.
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In your first meeting, our goal is to get to know you! These meetings are typically in person. We will discuss all aspects of your life including, but not limited to, your family, career, finances, retirement and estate planning. Your financial advisor will go over his or her financial recommendations, explaining the rationale, so you can make informed decisions. Together, we will decide the next steps to take to strengthen your financial plan!
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Depending on the complexity of your account, we will meet once or twice a year for a review. These meetings can be in person, over the phone or through zoom. Life changes frequently and it is important to periodically evaluate the need to adjust your plans as life events unfold and the financial markets evolve. We are proactive in making sure our clients are on track by assessing risk and adjusting investment allocations. We are also available on an as needed basis as you have questions.
