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9061 Stone Walk Place
(901) 683-4030

Wealth Management Services

Investment Advisory Consulting

We provide a full array of investment advisory consulting services to help individual investors, qualified planproviders, endowments, trusts and foundations establish and achieve long-term financial objectives.

  • Definition of objectives
  • Drafting of investment guidelines
  • Asset/style recommendations
  • Investment vehicle selection
  • Ongoing performance monitoring
  • Comprehensive investment reporting
  • Ongoing review and analysis of objectives and investment progress

Personal Wealth Management

We help high-net-worth individuals develop and implement comprehensive, strategic financial plans. This includes the integration of all elements of their financial picture.

  • Cash flow planning
  • Retirement planning
  • Tax-aware investment strategies
  • Education funding analysis
  • Charitable giving
  • Distribution analysis
  • Insurance planning
  • Estate planning

Consulting Services for Qualified Plans, Endowments and Foundations

We provide consulting services to employer-sponsored retirement plans, trusts, foundations and endowments. We deliver expert assistance with strategic planning and investment selection.

  • 401(k) plan consulting
  • 403(b) consulting
  • SIMPLE IRA, SEP, IRA and Keogh plan consulting
  • Pension and profit sharing plan consulting

Insurance Brokerage & Consulting

  • Medical Insurance Evaluation (PPO, HMO)
  • Renewal Analysis
  • Plan Design Review
  • Funding Alternatives (including FSA, HRA, HSA)
  • Dental Insurance, Life Insurance (Basic & Supplemental), Disability Insurance, (Short-Term, Long-
  • Term), Voluntary Products (Payroll Deduct), Long– Term Care Insurance
  • Enrollment Communications
  • Individual medical insurance plans

Financial Planning Questions

To make retirement more than just a dream, here are a few planning questions to get you started:

  • What is your target retirement date or will you need to work more years to accumulate more money?
  • Are you planning for 1 or 2 people?
  • What is the exact cost of your monthly on-going living expenses?
  • What are your special interests and what costs are involved?
  • What amount of money did you put aside for your emergency fund?
  • Where do you plan on living?
  • Are there health issues to consider?
  • What rate of return on your investments can you expect?
  • Do you plan on earning income during retirement doing consulting or pursuing an income generating hobby?
  • What is the amount of Social Security you will be receiving?
  • What is the total amount of all retirement dollars saved?
  • How do you plan on allocating that money to last your lifetime?

These are just a few of the questions and issues that need to be addressed for planning a strong retirement.

Get the help and guidance you need to go through this process so you will not end up as part of the dream statistic.

Learn more about our process »