Have any of these questions ever crossed your mind?
- Is your investment Firm/Advisor making more money than you are?
- Would you like to organize your Estate Planning for free?
- What has my Financial Advisor not told me?
- Do you need better control over Investment Related taxes?
- Does your investment Advisory Account have mediocre performance?
- Do I have enough money saved for my retirement?
- Is your Investment Firm/Advisor making decisions in your best interest?
Join us to learn about how you can organize your Investments, your Retirement and your Affairs.
Our Goal for organizing your investments is to improve your overall performance by 2% or more, with suggestions about lowering Advisory Account Fees and Costs, as well as improving your investment returns by being more selective. We have very specific suggestions that, for some, will have potential long-term benefits that will literally total in the hundreds of thousands of dollars.
There’s no cost or obligation to attend the workshop, for the materials provided, or for a discussion about your situation and any questions you may have and the workshop usually lasts about 2 hours. If you’d like to forgo the workshop, feel free to contact us and set up a meeting with us in our office.
The Organized Investor is a brand name operated by TN Wealth Management for educational platform purposes. The information covered in our podcasts and radio show may represent the views and opinions of the guest(s) and not necessarily the views or opinions of The Organized Investor or TN Wealth Management. The content covered and/or posted on our social media platforms has been made available for informational and educational purposes only and is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning and please consult legal or tax professionals for specific information regarding your individual situation. Past performance is no guarantee of future results and returns will vary depending on investment objectives and tolerance for risk. The Organized Investor cannot accept trade or account instructions on or through our podcast or social media platforms. Please contact us directly at or (865) 415-2060 to place a trade or for trade or account-related questions. Brokerage and advisory services are provided by TN Wealth Management through Prospera Financial Services, Inc. | Member FINRA/SIPC.”
