Financial Planners Dyersburg TN

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Dyersburg, TN that can help answer your questions about Financial Planners.

Mr. Richard C. Davis, CFP®
(731) 285-0097
517 Lake Rd Ste A
Dyersburg, TN
Firm
Davis Wealth Services / Raymond James Financial Services

Data Provided By:
Regions Bank - Ridgely
(731) 264-5567
124 S Main
Ridgley, TN
Type
Branch
Office Hours
M-Th 8:30-4:00
F 8:30-5:00
S CLOSED
Su NA
Drive Up Hours
M-Th 8:30-4:00
F 8:30-5:00
S CLOSED
Su NA

Melvin Spain
Spain Wealth Management, LLC
(615) 794-7792
P.O. Box 322
Franklin, TN
Expertises
Tax Planning, Middle Income Client Needs, Ongoing Investment Management, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Sam Fawaz
Y.D. Financial Services, Inc.
(615) 395-2010
9005 Overlook Boulevard
Brentwood, TN
Expertises
Tax Planning, Divorce Planning, Planning Issues for Business Owners, College/Education Planning, Ongoing Investment Management, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, MST

Donald Claussen
Financial Pathfinders, LLC
(615) 824-2322
101 West Ridge Road
Hendersonville, TN
Expertises
Newlyweds & Novice Investors, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Gary (Zach) Smith, CFP®
(731) 285-8880
2017 St. John Ave
Dyersburg, TN
Firm
First Citizens Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Profession: Not Applicable

Data Provided By:
John Smartt
Financial Counseling & Administration
(865) 588-4159
2001 Partridge Run Lane
Knoxville, TN
Expertises
Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CPA

R. Bryan Hankla
Resource Advisory Services, Inc.
(865) 560-0140
2099 Thunderhead, Suite 201
Knoxville, TN
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Andy Claybrook
Fee-Only Financial Solutions, P.C.
(615) 595-1487
P.O. Box 680458
Franklin, TN
Expertises
Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, College/Education Planning, Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CMFC, CPA/PFS

Gary Bell
Ronald Blue & Co., LLC
(615) 373-2800
210 Westwood Place, Suite 110
Brentwood, TN
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MAcc

Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina