SERVICES

Financial Planning

Our firm believes the financial planning process is the best approach to create and maintain wealth. We will work with you to create a plan that works for you to reach your retirement goal. Our retainer model insures our our clients are not forgotten after a financial plan has been created. We work in partnership with our clients to make sure they are doing what is needed to achieve their financial goals.

 

Investment Management

Your situation is unique and your investment strategy should reflect that. We will provide you with a customized strategy and portfolio, along with ongoing investment monitoring and strategy implementation. You do not deserve a cookie cutter approach and we will provide you with a solution to satisfy your needs.

 

Project Basis

For an hourly fee we will provide a solution to your questions and needs on a project basis. This is perfect for those needing answers and guidance on a specific issue. You may want to know how much house you can afford, help consolidating finances as a newlywed couple, or balancing your 401k investments.

 

We are proud to be a fee-only financial planning firm. We will never be paid a commission or sales incentive - ever.

While located in Nashville Tennessee, our clients are not limited to only those in our area. Shaun’s experience with clients in the entertainment industry enables him to serve clients throughout the United States.

All first time consultations are complimentary to you.