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Best Tennessee Financial Planners

When it comes to managing your finances, having a trusted advisor by your side can make all the difference. In Tennessee, the best financial planners stand out for their expertise, personalized service, and stellar reputations. Whether you’re planning for retirement, managing investments, or simply looking to get your financial house in order, these professionals can provide the guidance you need. In this article, we’ll delve into the top financial planners in Tennessee, exploring what makes them exceptional, highlighting customer reviews, and providing essential contact information.

Finding the Right Financial Planner

Choosing the right financial planner is a critical decision. You want someone who not only has the right credentials but also understands your unique financial situation. When evaluating financial planners, consider their experience, areas of specialization, and client reviews. It’s also important to ensure they have the necessary certifications, such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst).

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In Tennessee, there are many highly qualified financial planners, each with their own strengths and areas of expertise. Here are some of the best financial planners in the state, based on Yelp reviews and professional accolades.

Contact Information and Reviews

Financial Planner 1: Beacon Capital Management

Location: Nashville, TN
Website: Beacon Capital Management
Social Media: Facebook, LinkedIn
Contact Number: (615) 224-9794

Customer Reviews:

  • “Beacon Capital Management has been a game-changer for my retirement planning. Their team is knowledgeable and always ready to help.”
  • “I appreciate their personalized approach. They really take the time to understand my financial goals.”

Services Offered:

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  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Tax Planning

Office Hours:

  • Monday to Friday: 8 AM – 5 PM
  • Saturday: Closed
  • Sunday: Closed
Service Description
Retirement Planning Comprehensive strategies to help you save and grow your retirement funds.
Investment Management Customized investment portfolios tailored to your risk tolerance and goals.
Estate Planning Assistance with wills, trusts, and ensuring your assets are protected and passed on.
Tax Planning Strategies to minimize your tax liabilities and maximize your savings.

Financial Planner 2: Baird Private Wealth Management

Location: Knoxville, TN
Website: Baird Private Wealth Management
Social Media: Facebook, LinkedIn
Contact Number: (865) 243-2630

Customer Reviews:

  • “Exceptional service and sound financial advice. Baird has helped me navigate through complex financial decisions.”
  • “Their advisors are top-notch, providing insightful guidance and always acting in my best interest.”

Services Offered:

  • Wealth Management
  • Retirement Planning
  • Education Planning
  • Philanthropic Planning

Office Hours:

- -
  • Monday to Friday: 8 AM – 6 PM
  • Saturday: Closed
  • Sunday: Closed
Service Description
Wealth Management Comprehensive wealth management services tailored to high-net-worth individuals.
Education Planning Strategies to save for college expenses and maximize financial aid opportunities.
Philanthropic Planning Guidance on charitable giving and creating a legacy through philanthropy.
Retirement Planning Customized retirement plans to ensure a secure and comfortable retirement.
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Financial Planner 3: The Hull Financial Group

Location: Chattanooga, TN
Website: The Hull Financial Group
Social Media: Facebook, LinkedIn
Contact Number: (423) 756-6332

Customer Reviews:

  • “Hull Financial Group has been instrumental in managing my investments and planning for the future.”
  • “Their team is always professional, courteous, and willing to go the extra mile to help.”

Services Offered:

- -
  • Investment Management
  • Financial Planning
  • Insurance Services
  • Retirement Planning

Office Hours:

  • Monday to Friday: 9 AM – 5 PM
  • Saturday: Closed
  • Sunday: Closed
Service Description
Investment Management Expert advice and management of your investment portfolio to achieve your financial goals.
Financial Planning Comprehensive financial planning services for individuals and families.
Insurance Services Assistance with selecting the right insurance products to protect your assets and income.
Retirement Planning Personalized retirement strategies to ensure financial stability in your golden years.

Credentials to Look For

When selecting a financial planner, credentials are crucial. They signify a level of expertise and commitment to professional standards. Here are some of the most important credentials to look for:

  • CFP (Certified Financial Planner): This certification is awarded to financial planners who have met rigorous education, examination, and experience requirements, and adhere to a strict code of ethics.
  • CFA (Chartered Financial Analyst): This credential is one of the most respected and recognized investment management designations globally. It indicates a high level of competence in investment analysis and portfolio management.
  • CPA (Certified Public Accountant): While not exclusively for financial planners, CPAs have extensive knowledge of tax laws and accounting principles, which can be incredibly beneficial in financial planning.
  • CLU (Chartered Life Underwriter): This designation focuses on life insurance and estate planning, making it valuable for those looking to protect their assets and plan their estate.

Contact Information and Reviews

Financial Planner 4: Strategic Financial Partners

Location: Memphis, TN
Website: Strategic Financial Partners
Social Media: Facebook, LinkedIn
Contact Number: (901) 767-5951

Customer Reviews:

  • “Strategic Financial Partners provided excellent advice on my retirement savings and investment strategy.”
  • “Their holistic approach to financial planning has made a significant positive impact on my financial health.”

Services Offered:

  • Financial Planning
  • Retirement Planning
  • Business Planning
  • Wealth Management

Office Hours:

  • Monday to Friday: 8:30 AM – 5 PM
  • Saturday: Closed
  • Sunday: Closed
Service Description
Financial Planning Tailored financial plans to meet your personal and professional financial goals.
Business Planning Comprehensive planning services for business owners to ensure long-term success and growth.
Wealth Management Strategies to grow and protect your wealth through sound investment practices.
Retirement Planning Personalized plans to help you save for and enjoy a financially secure retirement.

Financial Planner 5: Oakwood Financial Advisors

Location: Franklin, TN
Website: Oakwood Financial Advisors
Social Media: Facebook, LinkedIn
Contact Number: (615) 807-2130

Customer Reviews:

  • “The advisors at Oakwood Financial are knowledgeable and genuinely care about their clients’ success.”
  • “Their investment strategies have significantly boosted my portfolio’s performance.”

Services Offered:

  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning

Office Hours:

  • Monday to Friday: 9 AM – 6 PM
  • Saturday: Closed
  • Sunday: Closed
Service Description
Investment Management Professional management of your investment portfolio to maximize returns and minimize risk.
Tax Planning Strategies to reduce your tax burden and optimize your financial situation.
Estate Planning Assistance with creating a plan to manage your estate and ensure your wishes are honored.
Retirement Planning Expert advice on saving for and enjoying a financially secure retirement.
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Financial Planner 6: Wood Financial Group

Location: Hendersonville, TN
Website: Wood Financial Group
Social Media: Facebook, LinkedIn
Contact Number: (615) 826-5749

Customer Reviews:

  • “Wood Financial Group has been a trusted advisor for years. Their guidance has been invaluable.”
  • “I highly recommend their services for anyone looking to improve their financial situation.”

Services Offered:

  • Financial Planning
  • Retirement Planning
  • Insurance Services
  • Investment Management

Office Hours:

  • Monday to Friday: 8 AM – 5 PM
  • Saturday: Closed
  • Sunday: Closed
Service Description
Financial Planning Comprehensive financial planning services to meet your unique needs and goals.
Insurance Services Assistance with selecting and managing insurance products to protect your financial future.
Investment Management Expert management of your investments to ensure optimal performance and growth.
Retirement Planning Customized strategies to help you save for and enjoy a secure retirement.

Services and Specializations

Different financial planners specialize in various areas, from retirement planning to tax optimization. Understanding their areas of expertise can help you select a planner who aligns with your financial needs. Here are some common specializations and services offered by top financial planners in Tennessee.

Retirement Planning

Planning for retirement is a critical aspect of financial health. It involves determining how much you need to save, the best investment strategies to grow your nest egg, and how to withdraw your savings in a tax-efficient manner once you retire.

Financial planners who specialize in retirement planning will help you:

  • Estimate how much you need to retire comfortably.
  • Choose the right retirement accounts (401(k), IRA, Roth IRA).
  • Develop a diversified investment portfolio.
  • Plan for healthcare costs in retirement.
  • Determine the best time to start taking Social Security benefits.

Investment Management

Investment management involves creating and managing an investment portfolio to meet your financial goals. This service includes:

  • Assessing your risk tolerance.
  • Developing an investment strategy.
  • Selecting appropriate investment vehicles (stocks, bonds, mutual funds).
  • Monitoring and adjusting your portfolio as needed.

Tax Planning

Tax planning is crucial to minimizing your tax liabilities and maximizing your savings. Financial planners can help you:

  • Understand your tax obligations.
  • Identify tax-saving opportunities.
  • Plan your estate to minimize estate taxes.
  • Optimize your retirement withdrawals for tax efficiency.

Estate Planning

Estate planning ensures that your assets are managed and distributed according to your wishes after you pass away. Services include:

  • Drafting wills and trusts.
  • Designating beneficiaries.
  • Planning for estate taxes.
  • Setting up durable powers of attorney and healthcare directives.

Table of Tennessee Financial Planners

Name Location Services Offered Contact Information Website Social Media
Beacon Capital Management Nashville, TN Retirement Planning, Investment Management, Estate Planning, Tax Planning (615) 224-9794 Beacon Capital Management Facebook, LinkedIn
Baird Private Wealth Management Knoxville, TN Wealth Management, Retirement Planning, Education Planning, Philanthropic Planning (865) 243-2630 Baird Private Wealth Management Facebook, LinkedIn
The Hull Financial Group Chattanooga, TN Investment Management, Financial Planning, Insurance Services, Retirement Planning (423) 756-6332 The Hull Financial Group Facebook, LinkedIn
Strategic Financial Partners Memphis, TN Financial Planning, Retirement Planning, Business Planning, Wealth Management (901) 767-5951 Strategic Financial Partners Facebook, LinkedIn
Oakwood Financial Advisors Franklin, TN Investment Management, Retirement Planning, Tax Planning, Estate Planning (615) 807-2130 Oakwood Financial Advisors Facebook, LinkedIn
Wood Financial Group Hendersonville, TN Financial Planning, Retirement Planning, Insurance Services, Investment Management (615) 826-5749 Wood Financial Group Facebook, LinkedIn
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Client Experiences and Success Stories

Nothing speaks louder than the experiences of satisfied clients. Reviews and testimonials provide valuable insights into the effectiveness and customer service of financial planners. Here are some highlights from client reviews of top financial planners in Tennessee.

Beacon Capital Management

Review Highlights:

  • “Beacon Capital Management has a personalized approach that really sets them apart. They took the time to understand my goals and crafted a plan that works for me.”
  • “Their team is incredibly knowledgeable and always available to answer my questions. I feel confident in my financial future thanks to their guidance.”

Success Story: One client, a small business owner, credits Beacon Capital Management with helping them navigate the complexities of business finances and personal wealth. The tailored retirement plan they created allowed the client to save significantly on taxes and ensure a comfortable retirement.

Baird Private Wealth Management

Review Highlights:

  • “Baird’s advisors are top-notch. They provided me with clear, actionable advice that helped me make informed decisions about my investments.”
  • “I appreciate their proactive approach. They regularly review my portfolio and suggest adjustments to keep me on track with my financial goals.”

Success Story: A high-net-worth individual praised Baird Private Wealth Management for their expertise in wealth management. With their help, the client was able to diversify their investments, reduce risk, and achieve steady growth in their portfolio.

The Hull Financial Group

Review Highlights:

  • “Hull Financial Group’s advisors are thorough and attentive. They’ve helped me understand my financial situation and develop a solid plan for the future.”
  • “Their professionalism and commitment to client success are evident in every interaction. I highly recommend their services.”

Success Story: A retiree shared how Hull Financial Group assisted in creating a comprehensive retirement plan that addressed healthcare costs and provided a steady income stream. This plan allowed the retiree to enjoy their golden years without financial stress.

The Importance of Personalized Financial Planning

Personalized financial planning is essential because it considers your unique financial situation, goals, and risk tolerance. A one-size-fits-all approach doesn’t work in financial planning because everyone’s circumstances are different. Here’s why personalized financial planning is so important:

Tailored Strategies

A personalized financial plan takes into account your specific goals, whether it’s buying a home, saving for your child’s education, or planning for retirement. This ensures that the strategies employed are directly aligned with your needs.

Comprehensive Analysis

Financial planners conduct a thorough analysis of your financial situation, including income, expenses, assets, liabilities, and risk tolerance. This comprehensive approach allows them to create a plan that addresses all aspects of your financial health.

Adaptability

Life changes, and so should your financial plan. A personalized plan is flexible and can be adjusted as your circumstances evolve. Whether it’s a change in income, unexpected expenses, or new financial goals, your planner can help you adapt your strategy to stay on track.

Confidence and Peace of Mind

Knowing that you have a customized plan in place can provide peace of mind. You’ll feel more confident about your financial future, knowing that you’re taking proactive steps to achieve your goals.

Conclusion

Finding the right financial planner in Tennessee can significantly impact your financial well-being. By choosing a planner with the right credentials, positive client reviews, and a personalized approach, you can ensure that your financial future is in good hands. Whether you need help with retirement planning, investment management, tax planning, or estate planning, the top financial planners in Tennessee are ready to provide expert guidance and support.

Remember, the best financial planner for you is one who understands your unique needs and works with you to create a customized plan that aligns with your goals. Take the time to research, ask questions, and choose a planner who can help you navigate the complexities of personal finance with confidence and ease.

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