We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
When in your 60s, retirement can be years, months, or even days away. The closer you get, the more unprepared you may feel for what’s to come. You aren’t alone! Many people in their 60s
Have you checked in on your financial health this year? If the answer is no, it’s time to take a look. It’s essential to make sure that you have a solid understanding of your financial
It likely feels as if, just yesterday, your child was a toddler. And, somehow, that toddler will now be starting their first semester of college in the fall. It’s also likely that you felt like
Are you eligible to receive a child tax credit for 2021? If so, you will see a few positive changes this year. As part of the American Rescue Plan, you’ll notice an increase in the
Investing in rental properties can either be a great way to grow a passive source of income into a steady stream of cash or a quick route to financial and emotional chaos. A key component
Marriage is all about teamwork and communication, a balancing of skills where one partner picks up where the other lacks. This is why many families choose to appoint one spouse as the financial planner of
If you’re like most people, your 50s seemed like a far-off event that would happen in another lifetime; as a consequence, you might have also treated retirement as a distant event. However, now that you’ve
We’ve all heard the phrase, “work smarter, not harder.” And, if you’re like most of us, you love the idea, but when it comes to putting it into action, you don’t have a clear idea
You might be familiar with this common investment advice: financial risk should be proportionate to the investor’s age. Typically, younger investors are able to make higher risk investments because they have time to recover from
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.
