A Concierge Approach to Managing Wealth
We believe that our work has a unique ability and opportunity to greatly improve lives. We seek to alleviate the burdens that money can bring to the families we serve. We accomplish this goal by over-delivering to business owners & retirees who trust us with every aspect of their financial lives.
“If we command our wealth, we shall be rich and free.
If our wealth commands us, we shall be poor indeed.”
-Edmund Burke
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
A Proven Track Record That's Been Recognized By Others
These are the common thoughts and experiences of wealthy individuals and families before working with our team. If this sounds like you, we are here to listen & help.
Business Owners
- Never having enough time to accomplish everything you want
- Struggling to get proactive advice for your business
- Giving money away, but not getting any tax benefits
- Working with a CPA who doesn't return your calls
- Never knowing if you have a surprise tax bill coming up soon
- Experiencing the loneliness of managing everything by yourself
- Ready to be done running your business, but nowhere near exiting
- Wondering how to prepare the next generation for the wealth you've built
- Too busy working on your business to take care of your personal finances
- Tired of working with professionals who don't care as much as you do
Retirement Season
- Feeling like you are overpaying in taxes
- Afraid the stock market could take away what you have built
- Knowing you need comprehensive advice, but not getting it
- Tired of chasing people to accomplish simple financial tasks
- Worried your current advisor has gotten "too" comfortable
- Concerned you are leaving money on the table
- Wanting someone to return your call the same day
- Afraid your spouse won't be able to manage without you
- No longer enjoying handling things on your own
- Proud of what you've accomplished, but ready for help
Meet Our Team
Our Wealth Planning Services
Through a variety of wealth planning services, our team has the knowledge and expertise to guide you in almost every aspect of financial planning. Below is a comprehensive list of our wealth planning services.
Retirement
- Goal-Based Planning
- Retirement Contributions
- Retirement Withdrawal Planning
- Social Security Strategy
- Pension Optimization
- Medicare Planning
Investments
- Investment Selection
- Asset Allocation
- Portfolio Management
- Investor Risk Assessment
- Cash Management
- Education Planning
Taxes
- Tax Return Review
- CPA Coordination
- Tax Loss Harvesting
- Roth Conversion Strategy
- Ongoing Tax Reporting
- Charitable Giving Strategies
Business Owner
- Entity Structure Comparison
- Retirement Plan Consulting
- Succession Planning
- Buy Sell Agreements
- Employee Benefits
Estate Planning
- Estate Document Coordination
- Beneficiary Review
- Asset Protection
- Trust Implementation
- Legacy Planning
Risk Management
- Emergency Fund Determination
- Life Insurance Analysis
- Disability Protection
- Long-Term Care Planning
- Property & Liability Protection
- Key Man Insurance
Employer
- Employer Plan Contributions
- Retirement Plan Investments
- Option Execution Strategies
- Deferred Compensation
- Stock Plan Analysis
Other
- Behavioral Financial Coaching
- Divorce Settlement Consulting
- Windfall Investment Plans
- Cashflow Analysis
- Money Movement
- Securities Based Lending
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
615-861-6101
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