My Mission is to help people set and pursue their financial goals. We work with business owners and executives in estate, retirement, insurance and investment planning. With over 40 years in the financial services industry, I understand the most difficult aspect of the process-implementation. We work closely with you and your other advisors to implement and coordinate your plan. Annual reviews to update your financial strategy in response to changing needs and market fluctuations are crucial. We pledge to provide the same quality to our clients as expect for ourselves.
Areas of Focus
- Life Insurance
- Long Term Care Insurance
- Estate Conservation Products
- Retirement Planning Products
- Investments
- Mutual Funds
- Variable Annuities
- Brokerage Services
- Fee Based Financial Planning (Financial Planning, Estate Planning)
- Fee Based Investment Planning (Wrap Investment Program, Portfolio by Design, Symphony, Brinker Core Asset Manager)
Buddy Wootten has been in the Financial Services Industry for over 40 years. He can provide comprehensive financial planning for individuals, families, and business owners. Plans designed to integrate the client's goals with the objective of providing strategies in the areas of asset management, asset preservation and retirement income. Buddy focuses on asset preservation,wealth conservation strategies and addressing retirement income. In his spare time Buddy is active in his church, maintains a strong sense of community and focuses on his family, which is very important to him. Buddy, his wife Mary, their four daughters, seven grandchildren, and three great-grandchildren reside in Middle Tennessee.
CFP™, CERTIFIED FINANCIAL PLANNER™ and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements
