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12060 Central Pike
Mount Juliet, TN 37122
Phone:
  • 615.745.3649
Fax:
  • 615.773.8756

Financial Strategy & Goals-Based Planning

Building a solid foundation using goals-based, financial planning that is on-going and accessible so we can focus together on meeting and exceeding important milestones, regardless of market conditions and performance.

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Wealth Management

Our process focuses on building, maintaining, and protecting wealth through an investment management process that is completely aligned with your goals and objectives.



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Solutions

The value of our planning process is to uncover financial “uncertainties” that we may not have known existed, then working immediately to remove them by providing solutions with only your best interests in mind.


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Our Team

We are a dedicated team that works with our clients to help them find their personal rhythm in the dance for financial wellness.


 

 

 

 

 
Debbie Murphy, CFS®
Wealth Advisor
 
Kelly Bracken
Office Manager
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck