FINANCIAL PLANNING CENTER, LLP
662 Sango Road, Suite A, Clarksville, TN 37043 Directions
Since 1992
Here’s The Deal:
The Financial Planning Center, LLP is an independent, privately-owned registered investment advisor firm. Their focus is on what is best for you, their client. They help you realize your dreams by offering creative solutions through an open and transparent advisory process. Their vision is to meet all your wealth management needs through a comprehensive view of your financial picture. Their services and strategies focus on providing tax-efficient investments and retirement solutions to assist you in reaching your financial goals.
SPECIALTY:
Business, Asset Protection, Continuity and Succession Planning, Supplemental Retirement Plans, Exit Strategies, Investment Management, Non-Qualified Deferred Compensation Alternatives, Employee Recruitment and Retention Strategies, Estate Preservation, Social Security Maximization, Compensation & Benefit Planning
TBR® Inspection Report:
COPELAND WEALTH MANAGEMENT, LLC
124 Franklin Street, Clarksville, TN 37040 Directions
Since 2010
Here’s The Deal:
Copeland Wealth Management is a holistic, fee-only registered investment advisor with Clarksville, Tenn. Rob Copeland founded Copeland Wealth Management, LLC in response to what he saw as the failing financial system. Rob understood that businesses are making money, but he wholeheartedly believes there needs to be a balance between these two objectives. They help build and maintain wealth by combining customized direct investment strategies, trusted relationships, and comprehensive financial planning. At Copeland Wealth Management, LLC, they have access to many investments and investment strategies, which they tailor to meet each client's financial goals.
SPECIALTY:
IRAs and Roth IRAs, Retirement and Estate Planning, 401K Rollovers, Stocks, Mutual funds, Bonds, Unit Investment Trusts, Joint Accounts & Individual
TBR® Inspection Report:
EDWARD JONES - HEATHER M MAYWEATHER
3377 Highway 41A South, Clarksville, TN 37043 Directions
Since 2014
Here’s The Deal:
Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. They can help you prepare for retirement, save for education, and be a tax-smart investor. They provide highly personalized service. All aspects of their business are aligned to help them better understand and meet their client's unique goals and needs. They provide the investments, services, and tools their clients need to work toward their financial future. The firm has thousands of people and advanced technology supporting their office so that they can help you reach your long-term financial goals.
SPECIALTY:
Social Security, Simple IRAs, Business Retirement Plans, 401K and 403B Planning, Retirement Savings Strategies, Divorce Finances, Annuities & Insurance