Keaton Smith
State(s) Licensed: AL, AR Insurance Lic. #21389211, AZ, CA Insurance Lic. #4466466, DC, IL, IN, KY, MO, NC, PA, SC, TN, VA
4900 Centennial Boulevard Suite 204
Nashville, TN 37209
State(s) Licensed: AL, AR Insurance Lic. #21389211, AZ, CA Insurance Lic. #4466466, DC, IL, IN, KY, MO, NC, PA, SC, TN, VA
Everyone Deserves a Plan
Everyone deserves and needs a financial plan, whether you are 18 or 80. It's never too late or too early to start, and I would love to work with you on the next step of your financial journey.
I work with clients in all stages of life and want to guide you to toward YOUR financial future. Not anyone else's.
I believe that the resources we have are meant to be a gift to others, and I'm excited to use the expertise I've gained and the experience of my team to ensure you can live the life you are called to live.
Financial conversations are deeply personal, which is why you need a professional that you can trust. I am here to help you refine your goals, build a plan for today, and implement that plan for a brighter tomorrow.
Individual Services
- Personalized fiduciary advice
- 401k rollover, IRA, & Roth IRA
- Cashflow planning
- Retirement income
- Special Needs Planning
- Tax efficiency
- Tax efficient wealth transfer
- Life insurance
- Income protection
- Extended care planning
- Genuine relationships
Business Services
- Non-profit services & donor engagement
- Planned giving
- Group benefits for businesses of 15(+) employees
- Executive bonus plans
- Buy/Sell agreements
- Business continuity & exit planning
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Nashville Office
- Phone:
- 629-205-3880