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About
Services
Why Choose Us?
Media
- Movie
- On TV
- Radio
- News
- Book
- Youtube
- Articles
Events

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Recent Posts

Financial Planning Strategies for Tennessee Residents
Retirement Planning Ideas for Tennessee Residents
Wealth Management Solutions for Tennessee Residents
Retirement Planning in Brentwood Tennessee
Retirement Planning in Franklin Tennessee

329 S.Royal Oaks, Suite 304

Franklin, TN 37064

(615) 649-8222

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This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Our firm is not permitted to offer tax, legal or investment advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. We are not affiliated with the US government or any governmental agency.
Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Annuities contain exclusions, limitations, reductions of benefits and terms for keeping them in force. They involve fees and charges including possible surrender penalties for early withdrawals. Annuity distributions are subject to ordinary income taxes, as well as a 10% federal penalty before age 59-1/2. Product and feature availability may vary by state.

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