Clarity in a World of Confusion
We provide honest feedback coupled with strategies that cut through the ever increasing noise and misinformation of the day. Doing so, we give our clients a clear path from where they are today, to where they want to be. Our greatest joy is providing peace and certainty to the people we serve.
What's Unique About Our Offering
Concierge Experience
So good you’ll wish we ran your doctor’s office
Your Personal CFO
Our team + our network = your financial Rolodex
More Than a Job
Our calling is your freedom
Meet Our Team
Our Services
Retirement Planning
Investment Planning
Tax Strategy
Charitable Giving
Estate Planning
Insurance Planning
Inheritance Planning
Wealth Management
College Planning
Retirement Income Planning
Tax-Integrated Planning
Tax-Efficient Investing
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
615-861-6099
Recent Insights

Protecting Your Finances as You Age: Smart Strategies for Long-Term Security
Planning for our later years often brings mixed emotions—excitement about a new sense of freedom, but also natural concerns about securing our long-term independence. We believe facing these considerations with intention and thoughtfulness requires a

Tennessee Wealth Protection: A Strategic Approach to the State’s Rising Long-Term Care Costs
Long-term care represents one of the most significant unplanned financial risks to a family’s security and legacy. For Tennessee residents, the average cost of three years of care, projected at $292,332 in 2024, is anticipated

The Three Steps to a Lasting Legacy
There’s a moment many successful leaders and families experience. It often comes after a major milestone—a business is sold, a financial goal is met, or a will is signed. The documents are in order, the

How a Values-Driven Financial Plan Can Build a Life of Significance
You’re sitting at your dining room table, reviewing a quarterly investment statement. The numbers are good. Your portfolio is growing, and by every traditional metric, you are on track. Still, you feel a subtle disconnect.