Compassionate. Competent. Consistent.
Our goal is simple: helping you achieve your version of financial freedom. With over two decades of experience in investment and financial planning, we understand there is no cookie-cutter process to creating and maintaining a financial plan. It takes trust, education, discipline and ongoing monitoring. Our hope is that, through this process, you are empowered to move forward through life’s various stages with financial confidence.
Recognized Among Tennessee’s Top Workplaces
Building a solid financial plan begins with our team understanding your why. To accomplish this, we actively listen to gain insight on what’s most important to you and what you would like to accomplish. With this information, we will collaborate to create a goals-based “roadmap”.
The fiduciary standard of care requires that we design a plan and make recommendations with your needs and goals at the forefront. Once our “roadmap” is in place, we continuously review, offer feedback and provide guidance to help you stay on track as life twists and turns.
There is a lot of noise out there when it comes to investing. We adopt a holistic approach that extends beyond investing to help you consider college tuition costs, estate planning life insurance, long-term care needs, tax efficiency, and more. We want to help you better understand how each of these areas intersect and play a role in your overall plan. Our financial team is compassionate about our client’s personal well-being, competent in designing and implementing creative financial solutions, and consistent in customer service and follow-up. We welcome the opportunity to learn more about you and discuss your financial needs.
Through our comprehensive wealth planning services, the Jones Wealth Team is equipped with the expertise and knowledge to guide you with customized financial planning needs—from retirement to tax planning to charitable giving and more.
Charitable Giving Strategies
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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
As financial advisors, we have come across many misconceptions over the years surrounding the topic of estate planning and wealth transfer. People often underestimate how much their lives can be impacted by having a plan
In light of Identity Theft Awareness Week, we wanted to talk about identity theft prevention. Identity theft is something that can happen to any of us. With the rise of the digital age, financial scammers