Skip to content
Cumberland Wealth Planning Group of Raymond James logoCumberland Wealth Planning Group of Raymond James logo
  • Home
  • About Us
    • About Us
    • Brad Lifsey
    • Don Lifsey
    • David Wills
    • Tori Wilt
    • Angela M Williams
    • Our Partners
    • Investment Strategy Committee
    • What Makes Us Different
    • Our Investment Philosophy
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Business Planning
    • Education Planning
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Cumberland Wealth Planning Group of Raymond James
    1033 Demonbreun St Ste 500 Nashville, TN 37203-4459 T: 615.645.6700 TF: 800.236.6290 F: 615.645.6770
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
  • Topic
    • Education
    • Family
    • Women
  • Media
    • Article
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
Read
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Important financial considerations for single parents
Build an action plan to protect yourself and your loved ones.
Family & Lifestyle
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
Read
An empty nest could mean a fuller wallet
When children leave home, you may have extra resources to invest in yourself.
Family & Lifestyle
twitterfacebooklinkedinenvelope

The future at your fingertips

Cumberland Wealth Planning Group of Raymond James logoCumberland Wealth Planning Group of Raymond James logo
  • Cumberland Wealth Planning Group of Raymond James
  • Cumberland Wealth Planning Group of Raymond James: 1033 Demonbreun St Ste 500 Nashville, TN 37203-4459
  • T: 615.645.6700
  • TF: 800.236.6290
  • F: 615.645.6770
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use