Our Mission.
At its core, the American Dream is the idea that we all have the freedom and opportunity to build a better life through hard work, regardless of circumstance.
And yet, those who've reached the top will be the first to tell you —hard work alone won't get you there. You need a sound plan to follow and the best advice you can afford.
At MoneyWize, our mission is to help every Client achieve their dreams by keeping world-class advice, proven strategies and cutting-edge tools within clear and affordable reach, every step of the way.
Our Team.
Our multidisciplinary 'Team of Experts' model offers each client direct and ongoing access to a small, elite group of seasoned pros. Each brings decades of experience in their specialty to every conversation:
Family succession
Business succession
Asset protection
Legal (Trust services)
Safe growth strategies
Retirement tax planning
Smart roll-overs (IRA, 401k, 403b)
Life insurance
Long-term care
Family telehealth
Medical bill negotiation
Think you're worth $50k?
If you're a TN resident with a net worth of at least $50,000, there’s a 70% chance your family (along with your home, bank & retirement accounts, possessions, business, etc) will be:
1) Forced to endure many months (or longer) of probate court
2) Put on public display for anyone's inspection or claim, and
3) Divided & distributed as the government sees fit
Is this not your intention? —Then redeem your 100% free consult right now.
Together, we'll review your situation, discuss your potential exposures as well as options for a safer path. (Reside outside of TN? ...Yes, we can help you too.)
PS. A Will does not prevent probate, it guarantees it —and whether or not to follow it will be the court's decision.
And if you're one of the rare few that have a Book Trust, even that will often fail to avoid probate. Curious to know why? —Let's discuss.
Tired of riding economic storms?
Worried about outliving your money in retirement? How about keeping up with run-away inflation?
What if you could benefit from market peaks ...without the risk and fear of gut-wrenching market crashes?
You deserve better answers. And we've got the lesser-known strategies you need to see. —Care to know what's working for others? ...Let's talk.
Your retirement tax bill too big?
You spent a lifetime doing all the right things, staying disciplined and saving in 'qualified plans' like 401k and IRAs.
Of course, for all those years, taxes were never paid on your contributions ...or your gains. Which means you've got a hefty tax bill coming due in retirement, right?
Just how BIG will your tax bill be? And what if any options do you have to reduce or eliminate it?
Good news: We can shed light on both questions. Tap the button below, let's find a time to discuss.
Our team is ready to help.
If you're still reading, there's a good chance we've got you thinking. ...Maybe about better protecting your family, shielding your assets —or just making sure you're retirement-ready?
If you value proven advice delivered in a straightforward, plain-spoken fashion, we look forward to hearing from you.
To get started, just tap the button.
Nashville, TN
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