$40MM AUM | $425,000 GDC in Franklin, TN

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Franklin, TN, US
Fee 0% Commission 100%
$425,000
Gross Revenue
500
# of Accounts
55
Avg Client Age
Overview

My mission as an advisor is to help clients find some measure of lasting financial peace.

I offer a cost affordable financial office for busy individuals and business owners to help them build, preserve and bequeath their net worth by utilizing a variety of financial planning tools and investment products and services.

My personal practice centers on handling three types of individuals:
1) CEO's
2) Small Business Owners (under 100 employees)
3) Boomers and retirees

What do we offer?
Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, tax preparation, budgeting, and much, much, more.

Go to ___ or email me at ___

Extended Profile Information

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