By Trying Not to Lose, You’re Still Losing!

By Trying Not to Lose, You’re Still Losing! I’m blessed in that my friends and clients are regularly introducing me to their friends for my advice on “all things investment and insurance.” We can all agree there are a lot of conflicting opinions out there about everything regarding money, savings, and retirement.

By Trying Not to Lose, You’re Still Losing!2023-05-09T17:06:53-05:00

Reality Checks & Financial Myths

Reality Checks & Financial Myths Happy Summer! Hopefully, you are all getting your lives back to normal post COVID. I do not miss the solitude of my personal quarantine. I am enjoying going back to my workout classes. I am enjoying concerts and live music again in Nashville. I am appreciating the

Reality Checks & Financial Myths2023-05-09T17:07:46-05:00

What’s Your End Game?

What's Your End Game? Today is officially the first day of Spring. Hallelujah! Couple of things going on in my head these days…first of all, I wish the weather would make up its mind as to what it’s going to do…so does my yard! Secondly, I’ve been regularly staring at my own

What’s Your End Game?2023-05-09T17:15:05-05:00

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320 Seven Springs Way
Suite 250
Brentwood, TN 37027

Phone: ‭(615) 506-0300‬