Focus: Insurance Strategies, Investment Strategies, Business Owners, Business Succession Planning, Estate Planning, Retirement Income Planning
Have you ever felt that you are playing the middle man between your tax professional, attorney, investment consultant and insurance specialist? Well, you shouldn't.
I believe this is why most people don't feel 100% confident about their financial future and this is where my team comes in. As a CERTIFIED FINANCIAL PLANNER™ professional I partner with clients to make strategic and informed investment and financial decisions that propel them to achieving their desired lifestyle and financial goals.
My consultative service is backed by comprehensive financial planning as every individual, family and business owner is unique and deserves their own customized plan.
Please do not hesitate to contact me for an initial consultation or to inquire about our Second Opinion Program.
- Business Transition Planning
- Buy/Sell Strategies
- Key Man Policies
- Retaining Key Employees
- Retirement Plans
-Estate & Retirement Planning
-Long Term Care Insurance
Feel free to contact me anytime at Kgreenwell@StrategicFinancialPartners.com or call my office at 615-435-4122.
I am licensed for securities in AL,FL,KY, TN and I am licensed in insurance in: AL,FL,KY,TN.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org).
Check the background of this investment professional on FINRA’s BrokerCheck
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830 Crescent Centre Drive, Suite 450
Franklin, TN 37067