We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
Conventional retirement wisdom often emphasizes maximizing 401(k) and IRA contributions. While essential, these traditional strategies quickly hit IRS limits and income-based phaseouts, creating a wealth accumulation gap for professionals whose income exceeds standard thresholds. But
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
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
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
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.
“How much money do I need to retire?” For decades, this has been the central question in retirement planning. It’s an important one, but there’s another we like to ask our clients: “What is your
Most charitable giving starts with the heart. But to create the greatest possible impact, it should be guided by a clear strategy. Strategic giving is the thoughtful alignment of your philanthropic goals with smart financial
Creating a will is a fundamental act of stewardship. It’s a way to thoughtfully prepare for the future, both financially and emotionally. Imagine the responsibility of passing on a treasured family heirloom like a piece
In early August, you may have seen news about a Presidential Executive Order that could change the landscape of retirement investing. This has understandably raised questions for investors about their 401(k) plans and long-term strategies.
President, SageSpring
Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best.
Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades.
His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville.
Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
