Helping You Pursue Financial and Personal Freedom
Based in Franklin, Tennessee, the Deering Wealth Team believes that freedom is more than just a number on the bottom of a financial statement. Instead, we believe freedom can be found by serving joyfully, giving generously, and journeying through a well-planned life.
Recognized Among the Nation’s Top Wealth Advisors and Tennessee’s Top Workplaces
About Us
Drawing on nearly two decades of experience, we utilize a team approach to provide custom, ongoing financial plans to help our clients pursue freedom and leave behind a legacy. We specialize in providing guidance to clients navigating retirement, business owners protecting and growing their companies, and high-level executives investing in their futures and legacies. It is our mission to help you pursue freedom through a variety of comprehensive financial solutions including retirement planning, tax planning, charitable giving strategies, and insurance and risk management techniques.
We start by gaining a true understanding of your financial situation, needs and goals. From there, we exercise the unique skillset of each team member to develop a tailored, comprehensive financial plan for you and your family. With your trust and confidence, we implement your plan and consistently manage your progress towards achieving your financial goals.
For us, it doesn’t matter what stage of life you are in, it’s how you plan for it! Whether you are preparing to retire, already enjoying retirement, building a small business, planning for college funding, focusing on charitable giving, or seeking tax efficiency, our compassionate, dedicated and professional team is here to provide a full suite of financial planning and wealth management solutions. As a team, we are deeply invested in you and we will always be there to walk you and your family through the many milestones of a well-lived life.
Meet Our Team
Learn more about each of the dedicated members of the Deering Wealth Team.
Maddie Abrams
Executive Assistant to Mark Deering, CFP®, SageSpring
Video Resources
Discover our recent video resources as a helpful guide for your wealth management concerns and questions.
Our Wealth Planning Services
Through a variety of wealth planning services, our team has the knowledge and expertise to guide you in almost every aspect of financial planning. Below is a comprehensive list of our wealth planning services.
Retirement
- Goal-Based Planning
- Retirement Contributions
- Retirement Withdrawal Planning
- Social Security Strategy
- Pension Optimization
- Medicare Planning
Investments
- Investment Selection
- Asset Allocation
- Portfolio Management
- Investor Risk Assessment
- Cash Management
- Education Planning
Taxes
- Tax Return Review
- CPA Coordination
- Tax Loss Harvesting
- Roth Conversion Strategy
- Ongoing Tax Reporting
- Charitable Giving Strategies
Business Owner
- Entity Structure Comparison
- Retirement Plan Consulting
- Succession Planning
- Buy Sell Agreements
- Employee Benefits
Estate Planning
- Estate Document Coordination
- Beneficiary Review
- Asset Protection
- Trust Implementation
- Legacy Planning
Risk Management
- Emergency Fund Determination
- Life Insurance Analysis
- Disability Protection
- Long-Term Care Planning
- Property & Liability Protection
- Key Man Insurance
Employer
- Employer Plan Contributions
- Retirement Plan Investments
- Option Execution Strategies
- Deferred Compensation
- Stock Plan Analysis
Other
- Behavioral Financial Coaching
- Divorce Settlement Consulting
- Windfall Investment Plans
- Cashflow Analysis
- Money Movement
- Securities Based Lending
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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Our Location
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Corporate Phone
615-861-6101
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