Financial Advisor
Nashville Metropolitan Area
Contact Info
279 followers
271 connections
About
A Financially Successful Lifestyle in Retirement – What Does it Look Like to You and Your Family?
People often never get around to looking at this long range big picture – it’s not easy to put all the moving parts together, maybe we have unrealistic expectations, and we don’t know where to begin.
I believe in first step to answer this question is for us to meet and have a conversation so I can understand what is important to you and to discuss how you personally define financial success.
Once I understand that, we will use an established process to build personalized strategies to help you achieve what is important to you.
And importantly, we will partner together by meeting periodically to review your situation to see if changes need to be made in order to help keep you on track.
Working with me offers you unbiased, non-judgmental, and professional knowledge. Some of the topics we review include:
· What income level will you need in retirement, or need to maintain in retirement and are you on track to reach this goal?
· What unexpected events, such as disability, job changes, or family emergencies could prevent you from reaching this goal and how can we minimize or eliminate these?
· How can income from 401k plans, IRAs, annuities, and other investments work together to help you reach your goals?
A financially successful lifestyle is not just about a particular sum of money or particular “things” - but about what is important to you. I will communicate with you in a direct and open manner leaving the financial jargon and hype in brochures - not our conversations. If these sound like some of the questions you have wondered about, and would like to start a conversation around, I encourage you to call me at 615-776-4045.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Activity
-
After more than 1 ½ years of large-cap growth sectors and the "Magnificent 7" leading the market, what has caused a somewhat sudden rotation away…
After more than 1 ½ years of large-cap growth sectors and the "Magnificent 7" leading the market, what has caused a somewhat sudden rotation away…
Shared by David Rowland CFP®, ChFC®, AAMS®
-
As we kicked off 2024, one of our 10 key calls for the year was our view that while equity markets would continue to perform well, the market's…
As we kicked off 2024, one of our 10 key calls for the year was our view that while equity markets would continue to perform well, the market's…
Shared by David Rowland CFP®, ChFC®, AAMS®
-
As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy. Here are 8 key tips to help…
As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy. Here are 8 key tips to help…
Shared by David Rowland CFP®, ChFC®, AAMS®
Experience
Education
-
Tulane University - A.B. Freeman School of Business
Master of Business Administration Finance
-
-
Tennessee State University
Bachelor of Science Mechanical Engineering
-
More activity by David
-
Check out our midyear review and outlook for the back half of 2024 in our latest Weekly Market Wrap.
Check out our midyear review and outlook for the back half of 2024 in our latest Weekly Market Wrap.
Shared by David Rowland CFP®, ChFC®, AAMS®
-
Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and high costs of labor and…
Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and high costs of labor and…
Shared by David Rowland CFP®, ChFC®, AAMS®
-
Our latest Weekly Market Wrap discusses a potential silver lining to the cooling economy and how inflation may also be resuming a gradual cooling…
Our latest Weekly Market Wrap discusses a potential silver lining to the cooling economy and how inflation may also be resuming a gradual cooling…
Shared by David Rowland CFP®, ChFC®, AAMS®
-
Interest rates drifted lower in June, and a handful of mega-cap U.S. growth stocks soared back into the spotlight.
Interest rates drifted lower in June, and a handful of mega-cap U.S. growth stocks soared back into the spotlight.
Shared by David Rowland CFP®, ChFC®, AAMS®
-
Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers…
Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers…
Shared by David Rowland CFP®, ChFC®, AAMS®
-
Here’s to the land of the free and the home of the brave. Happy Independence Day!
Here’s to the land of the free and the home of the brave. Happy Independence Day!
Shared by David Rowland CFP®, ChFC®, AAMS®
-
With the first half of 2024 now in the books, our latest Weekly Market Wrap takes a look at a few notable winners and losers in the markets. Check…
With the first half of 2024 now in the books, our latest Weekly Market Wrap takes a look at a few notable winners and losers in the markets. Check…
Shared by David Rowland CFP®, ChFC®, AAMS®
-
National Financial Freedom Day is July 1. Have you taken advantage of our state-of-the-art Financial Foundation tools to work toward your goals?…
National Financial Freedom Day is July 1. Have you taken advantage of our state-of-the-art Financial Foundation tools to work toward your goals?…
Shared by David Rowland CFP®, ChFC®, AAMS®
-
In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implications for both the economy…
In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implications for both the economy…
Shared by David Rowland CFP®, ChFC®, AAMS®
-
June is National Homeownership Month! If you're uncertain whether your family budget can handle buying a new home, let's talk. We can create a…
June is National Homeownership Month! If you're uncertain whether your family budget can handle buying a new home, let's talk. We can create a…
Shared by David Rowland CFP®, ChFC®, AAMS®
Other similar profiles
-
Lisa Webb, CFP®, CPFA®
Wealth Management Advisor
Connect -
Bradley Cobb, CRPC™, CPFA™
Vice President, Senior Financial Advisor
Connect -
Robert Stokes
Connect -
Ken Jones
WE HAVE A NEW WEBSITE AVAILABLE - AllStarFiling.com
Connect -
Robert Thurston
Owner at Robert D. Thurston, CPA
Connect -
Sche Eastwood
Ceo/Music Producer/Artist/Director/Video Editor/Writer/Graphic Designer
Connect -
Shaquita Sturdevant
Executive Vice President at MyEcon
Connect -
Matthew Cameron Clark
Placemaking and storytelling
Connect -
Matt Clark
Biological Science Technician
Connect -
Ken Jones
Senior Logistics Manager at Oppenheimer Companies, Inc.
Connect
Explore more posts
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More