Financial planning today to protect your Family’s Tomorrows

Your Dreams Matter

Since many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding opportunities for themselves, their business or their family. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth.

At Greensview Wealth Management, we’re inspired by a small-town mentality, cherishing a proper pace of life and aiming for a relationship with our clients that is relaxed, transparent and conversational.

What We Offer

Financial Planning

The financial planning process begins with us listening to your retirement dreams, then we put our financial expertise to work. We’ll work to build a robust plan around those goals by going through the following steps:

Discussion of your financial planning goals and expectations
Detailed explanation of the financial planning process
Walk through a sample financial plan
Address questions you have about the process, including potential next steps

Debt Management & Elimination

For many individuals, debt feels like a heavy burden. Within your financial plan, strategic debt management and elimination can:

Assess all your debts, including student loans, business debt, mortgages, lines of credit, credit cards and others
Detail the interest rates and tax benefits from your various kinds of debt
Build an actionable plan for paying off loans and keeping tabs on when you can expect to be debt-free
Balance strategic elimination of your debt with saving to reach your financial goals

Business Planning

As a business owner, you’re also the human resources department. We work with you to design and implement a benefits plan tailored to the needs of your business and your staff. We work with you to evaluate and select:

A retirement plan suited for your goals, including 401(k) plans, profit-sharing plans, SIMPLE IRAs, defined benefit plans and others
Health insurance
Group life and disability insurance
Fee-based financial planning for your staff at a reduced rate

Wealth Accumulation

If you’re like most professionals, retirement is one goal among many. Through comprehensive wealth accumulation planning, we work with you to develop strategies to accomplish your short-, medium- and long-term goals, such as:

College tuition planning
Paying for a wedding
Saving for a family trip or a vacation home
Leaving a legacy to your loved ones or a revered charity
Any other saving goals you have

We can help you determine savings needs, establish a savings strategy and help you stay on track to see your goals are met.

Investment & Tax Planning

You need more than a collection of stocks, bonds and mutual funds. You need a comprehensive investment plan that addresses your risk tolerance, tax situation and liability risks. Our investment and tax planning process includes:

An assessment of your investment goals
A balanced asset allocation through a variety of investment management solutions
Addition of investments not directly tied to the stock market
Examination of the tax implications of your investment programs, both now and in retirement
Evaluation of the impact of a lawsuit or creditor’s attempt to take what you have

Risk Management

No financial plan is complete without considering and preparing for the risks to your success. We listen to your goals, evaluate your needs and provide risk mitigation strategies in these important areas:

Unexpected death: provide for the financial well-being of your loved ones in your absence
Disability: protect your income in the event you cannot work due to illness or injury
Catastrophic health expense: provide coverage and funds for major health expenses
Unexpected financial expense: identify an appropriate amount for your emergency fund (e.g., 3-6 months’ income) and an actionable plan to build that fund without compromising other assets

Estate Planning

A coordinated estate plan helps preserve what you worked so hard to build over the years and specifies how your assets will be distributed. An estate planning discussion can help you:

Specifically identify “your estate”
Plan your legacy and the distribution of your assets to your family, loved ones or charities
Communicate with your other professionals (attorney, CPA, etc.) to ensure your plans are coordinated between your financial professionals
Provide liquidity to cover debts, taxes and expenses and reduce taxes where possible

Student Loan Relief

If you are worried about paying off student loan debt, you’re not alone. Whether you have federal student loans or federal and private student loans, we offer assistance and guidance to help you finally see a light at the end of the tunnel. We offer several different packages that can cover the following:

Repayment options with savings potential
If needed, lender recommendations
On-going support which can be virtual if needed
Comprehensive financial plan

View Your Student Loan Payment Options

Ready to Take The Next Step?

For more information about any of the services listed here, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at 615.551.3050

Financial planning today to protect your Family’s Tomorrows

Your Dreams Matter

Ready to Take The Next Step?

Contact Us

Our Location

Nashville

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