We put financial anchors in place to help secure your family’s future.

We offer our clients a Tactical Investment Strategy including:

  • ACTIVE PROFESSIONAL Money Management
  • Constant Attention By A Professional Manager
  • Flexibility To Use Multiple Asset Classes
  • Trends And Indicators, NOT Timing
  • Ultimate Asset Protection: Cash
  • Asset Preservation & Asset Appreciation

Taxes impact everyone on some level.  The question we must answer is: “Do we believe taxes are going to go up, down or stay the same?’  With our innovative tax-free income strategies, you can have a more secure retirement knowing your tax burden will be reduced, which results in your retirement money lasting longer.

About

Meet Stacey Andres

Stacey Andres has been helping retirees and pre-retirees since 2010 develop a plan to ensure they have an anchored, secure “second life.” Making the move from teaching others how to make money trading stocks, to helping people develop a solid plan for life during retirement was a significant change. He says, “I worked with so many clients in my former line of work whose plan for retirement failed because the 3 biggest risks to a secure retirement were not addressed. I knew there had to be a better solution and I was determined to find it.” Because he has seen so many Advisors underserve their clients he pursed his Series 65 license which is the only Securities License requiring a Fiduciary responsibility to the customer.

He specializes in lifestyle planning with an emphasis on tax efficiency and lifetime income. Along with the Series 65 he received his National Social Security Advisors Certification and uses what he has learned about Social Security to educate his clients on the best claiming strategies to help maximize retirement income. He is also certified in “The Bucket Plan Best Interest of Client Process,” a new way to think about money, investing and retirement planning. Many of his clients are often confused and unsure about what their “Golden Years” are going to look like and his top priorities are to ensure his clients are secure knowing their money will last as long as they do.

Stacey has been married to his wife Michelle for 22 years and they have three wonderful children, Theoron(17), Shaley(16) and McKenna(14). He currently works with about 15, 12th grade boys at Church of the City in Franklin, TN helping develop young men that are grounded so they make wise decisions as they go through life.

Contact

  • Address

    5409 Maryland Way, Suite 130
    Brentwood, TN 37027

  • Address

    3314 Kedron Rd. Ste A
    Spring Hill TN 37174

  • Phone

    615.357.8865

  • Fax

    615.823.1877