SPECIALIZING IN RETIREMENT PLANNING, DISTRIBUTION, AND WEALTH TRANSFER
YOUR MOST TRUSTED ADVISOR
Our goal at Financial Partners is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service.
Financial Partners was founded on traditional values: hard work, loyalty, uncompromising quality, and personal services. When you work with us, you get all this and more. We call it True Wealth...all that money can’t buy and death can’t take away. Our goal is to help our clients find True Wealth by uncovering what is truly important in their lives. We are dedicated to taking you on this journey.
Experience the Difference:
We Stand for You
Five Keys Benefits of
Tailored advice based on your goals. Many Registered Investment Advisors (RIAs) believe that their independence is key to offering advice that’s best for you. Whether you need help with retirement planning, a tax situation, estate planning, or managing assets at multiple places, it’s fundamentally important that your advisor truly understands you, your goals, and your situation.
Understand exactly what you are paying for. Typically, fees are based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand, and it gives your advisor an incentive to grow your assets.
Advice for your complex needs. Many independent RIAs provide services that address a variety of complex investment needs that often arise when you accumulate significant wealth, such as assisting you with the sale of a business, complicated tax situations, trusts, and intergenerational issues. Some advisors are specialists in certain investment strategies. Others can assist you with comprehensive services, such as estate planning or borrowing.
A different kind of relationship. RIAs typically form close relationships with clients and have a strong sense of accountability. The goal of an RIA is to help find solutions that are closely aligned with their clients' needs and objectives, and many independent RIAs enjoy a deep, personal relationship with their clients. This often takes regular, ongoing interactions. Because many independent RIAs are entrepreneurial business owners, the buck stops with them, so to speak, and they frequently have a strong sense of personal accountability to their clients.
You know where your money is held. RIAs often use institutional custodians—such as brokerage firms—to safeguard clients' assets. These custodians also provide important infrastructure services, such as executing trades and preparing monthly brokerage statements for clients. This helps an RIA focus on understanding your needs and providing the best advice possible.
607 COMMONS DRIVE • GALLATIN, TENNESSEE • 615-230-9700
Financial Partners Group, LLC ("Financial Partners Group") is an SEC registered investment advisor with its principal place of business in Tennessee. For additional information about Financial Partners Group, please contact the firm or refer to its disclosure documents, the current version of which are available on the Investment Adviser Public Disclosure website www.adviserinfo.sec.gov.