Retire with Clarity.

Get the financial coaching you need to achieve your life's ambitions.

Contact

615.386.3332

Address

2550 Meridian Blvd., Suite 250, Franklin, TN 37067

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Meet Your Retirement Coach

As a CPA with over 20 years in the financial services industry, William’s philosophy centers on helping people preserve and enjoy more of their hard-earned dollars. He is driven to make a positive difference in clients’ personal and financial lives, empowering them to pursue their goals.

Learn How
Wiliam

Your Retirement Playbook

A meticulously crafted playbook is at the heart of every champion’s journey, and your retirement planning should be no different. Our three-step Retirement Playbook isn’t just about crossing the financial goal line; it’s about doing it with style, strategy and security.

1. Huddle Up

We’ll have an open conversation about what retirement means to you. Whether it’s traveling, hobbies or securing a legacy for your loved ones, this is your moment to share. It’s also a time to voice any concerns that keep you up at night, such as market volatility, health care costs or outliving your savings.

2. Game Plan

Before we draw up the plays, we dive deep into understanding your financial field, assessing your current assets and liabilities. Think of this as the pre-game analysis, where we identify what you’re working with and what’s standing in your way.

3. Play Execution

It’s game time. We put your plan into action. Regular reviews and adjustments keep your strategy moving forward, ensuring you’re always able to score big for your future.

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Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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Instant Download

Are You Paying Too Much in Taxes?

You want to make the most of your income, including keeping more of your hard-earned dollars. A tax strategy is key to preserving your income, but where do you start? Our complimentary eight-page guide can help you better understand how taxes can potentially affect your retirement income. Download now and discover answers to some of your most pressing tax questions, including:

  • Options for tax deductions in retirement
  • Taxable vs. non-taxable income
  • How to optimize your retirement income

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