Roland "Ron" Sample

Credentials:
  • CFP®
  • ChFC®
  • CLU®

Focus: Insurance Strategies, Business Owners, Business Succession Planning, Retirement Income Planning, Estate Planning, Risk Management Strategies, Charitable Giving, College Funding Strategies, Group Benefits

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

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See Roland’s Licenses and Disclosures

Contact Roland

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Strategic Financial Partners - Clarksville

Satellite Office

128 N. Second Street Suite 207
Clarksville, TN 37040

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CRN201912-180567