Our unique financial planning process is designed to develop a consolidated financial compass that removes all behavioral biases. This personalized course of action provides direction based around your vision.
We're here to help
We serve individuals and families with their financial planning needs, and those looking to protect and grow their wealth. We have also developed specialized core competencies: Corporate executives, Entrepreneurs, Global Planning, Emerging wealth, and multi-family office.
Financial education for children/young adults in transition (college, graduate school, first job, etc)
Assessment of support to adult children (home down-payment assistance, education support for grandchildren, etc.)
Divorce transition and post-divorce planning
Planning for families with special needs
Post-loss planning and support including wealth inventory, asset transfer and retitling assistance, coordination with other key advisors (estate planning attorney, trustee, CPA, etc.), cash and income needs analysis, life insurance claim assistance, ongoing tracking and monitoring of estate settlement process and post-settlement action items, etc.
Referrals to outside resources for needs including corporate trustee/executor, elder care services, home downsize, collaborate divorce, CPAs, attorneys, immigration specialists, real estate agents, property managers, specialty insurance providers (artwork, watercraft, aircraft, etc.), loss-of-life advocacy services (LOLA), etc.
Sailer Financial, LLC. | 340 Seven Springs Way, Ste 710 | Brentwood, TN 37027 | P (615) 370-1253 | F (615) 370-2810 |Contact Form and Details
Securities Offered Through Securities Service Network, LLC., Member FINRA/SIPC. Fee Based Advisory Services Offered Through Sailer Financial, LLC., A Registered Investment Advisor Investments products and services are available only to residents of: Alabama (AL), California (CA), Florida (FL), Georgia (GA), Maryland (MD), Michigan (MI), Mississippi (MS), Tennessee (TN), Texas (TX), Virginia (VA), and Wisconsin (WI). We are licensed to sell insurance products in the following states: California (CA), Mississippi (MS), and Tennessee (TN). Links to external, or third-party sites, are provided solely for visitors' convenience. Sailer Financial, LLC. assumes no liability for any linked sites or their content.