Our mission is simple, to help you reach your financial goals and create the life you want.
WHAT WE DO
Personalized financial strategies based on your unique situation
Life, disability, and long-term care insurance
Aim to build and protect your financial future
Help build your legacy and ensure your family's wealth is secure
No matter what you’re saving for, we’ll help get you there
Group retirement plans and solutions for business owners
YOUR FINANCIAL HEADQUARTERS
We’re located in Mt. Juliet, TN within the headquarters of Southern Bank of Tennessee. As the investment partner for a community bank, you have access to the financial experts you need to bring it all into focus. From bank accounts, to taxes and investments, you can manage almost every aspect of your financial life under one roof.
Our wealth management strategies are centered around individual clients and their specific needs. We listen, understand, and strive to ensure confidence in your financial decisions. As financial professionals, we are committed to acting in your best interest.
Wealth management is about more than just your assets. It's about creating a life you love and providing for those you care about. We're fundamentally different and believe that's what enables us to positively impact those we serve.
MEET THE TEAM
There's power in working as a team. That's why our structure is different than most advising firms. Our team structure is designed to give you confidence knowing you have specialists on your side. Meet the team that can help build your legacy.