LIFESTYLE & WEALTH MANAGEMENT FRANKLIN
Managing wealth is much more complex than simply investing in certain stocks. Sometimes big changes in people’s lives require extra financial care. Good thing we have experience helping out clients through almost every one of life’s transitions. In fact, many of our clients have been with us since the early 1980s—both our financial insight and our extraordinary commitment to client care and satisfaction have everything to do with that.
As a firm, we strive to reduce the fear that follows certain lifestyle changes. For example, we guide our clients through the financial implications of:
- Job Change
- Death in the Family
- Marriage
- Divorce
- Major Inheritance
- Birth of a Child or Adoption
- Retirement Planning
- Disability Planning
- Health Planning
- Estate Planning
- College Planning
- And many other lifestyle transitions
The information presented in any video or blog is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
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