6 Cadillac Dr
Suite 330
Brentwood, TN  37027
Phone: 615-760-5142
Fax: 615-760-5642
 
 

 About Wealthpoint

Wealthpoint Financial is dedicated to proper planning, and having a solid understanding about what is important in your life. Our process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can pursue your life goals. This is part of our 6 Steps  process that helps you see the "big picture" view of where you are currently in your financial life, what you may need in the future and what you must do to reach your goals.

Whatever your goals may be, we will walk you through it and be with you at every step. Whether you are buying a new home for the first time, saving for your child's education or planning for retirement, Wealthpoint is ready to help you build and manage your WEALTH!

Our comprehensive financial planning services include:

• Investment Review
• Policy Review
• Performance Analysis
• Income Tax Reduction Strategies
• Charitable Gifting
• Retirement Income Strategies
• College Funding
• Gifting Strategies
• Wealth Transfer
• Business Succession
• Executive Compensation
• Stock Option Strategies
• Pension Maximization
• Key Employee Retention

 
Request a consultation to meet with a Wealthpoint advisor and discuss your financial planning needs.

Securities offered through Securities Service Network, member FINRA & SIPC. Advisory services offered through SSN Advisory, Inc., a registered investment advisor. If a recommendation is included in the above email, please contact me for additional investment information supporting the recommendation.

PRIVACY DISCLOSURE:
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.

© 2012 Wealthpoint Financial Group, LLC. All Rights Reserved.

Investment advisory services are available only to residents of:
IAL - ADVISORY - SSNAI, AL - SECURITIES, AZ - INSURANCE, AZ - SECURITIES, AZ - VARIABLE ANNUITIES, CA - SECURITIES, CT - SECURITIES, FL - SECURITIES, GA - ADVISORY - SSNAI,, GA - SECURITIES, IL - ADVISORY - SSNAI, IL - SECURITIES, IN - SECURITIES, KY - ADVISORY - SSNAI, KY - INSURANCE KY - SECURITIES, KY - VARIABLE ANNUITIES LA - ADVISORY - SSNAI, LA - SECURITIES, MD - ADVISORY - SSNAI, MD - SECURITIES, MO - SECURITIES, MS - ADVISORY - SSNAI, MS - INSURANCE MS - SECURITIES, MS - VARIABLE ANNUITIES NH - ADVISORY - SSNAI, NH - SECURITIES, NY - SECURITIES, OH - ADVISORY - SSNAI, OH - SECURITIES, PA - SECURITIES, TN - ADVISORY - SSNAI, TN - SECURITIES, TX - ADVISORY - SSNAI, TX - SECURITIES, VA - ADVISORY - SSNAI, VA - SECURITIES, WI - ADVISORY - SSNAI, WI - SECURITIES.

We are licensed to sell insurance products in the following states of: Alabama (AL), Kentucky (KY), Mississippi (MS) and Tennessee (TN).