Planning with a Purpose
The Chase Keen Wealth Team specializes in personalized comprehensive financial planning, conducting a thorough review of your current situation and creating a plan to help you maximize your potential today and in the future. By guiding you through this process, we will develop a plan and relationship you can trust and have confidence in.
Our goal is to provide clients with financial confidence. We believe that everyone has unique circumstances, goals, and priorities, and we want to make sure we create a plan you feel confident in.
It is vitally important to have a relationship with your advisor based on trust. We build relationships by getting to know our clients, allowing them to know us, and developing a comprehensive financial plan with sound and objective advice.
By taking this approach, our clients feel at ease knowing they have not only defined their goals but have a plan to reach them.
Meet Our Team
Learn more about each of the dedicated members of the Chase Keen Wealth Team.
Client Service Associate, SageSpring
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
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