Broker Check

50 Fox Vale Lane
Suite A
Nashville, TN 37221

The Harpeth Financial Group

(615) 646-0047

Social Security: By the Numbers Social Security: By the Numbers To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement Making Your Tax Bracket Work Making Your Tax Bracket Work

The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.

As an Investment Adviser Representative with Caldwell Advisors, LLC, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to help achieve them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

My office was established to pursue ongoing professional advice to investors while helping them meet their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*

Working on a fee basis allows me to:

  • Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals
  • Provide simplified performance reporting, making it easy for you to monitor your account
  • Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets
  • Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes

If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.

* Nominal transaction charges may apply.

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