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Sue Patrick

(615) 563-1328

Our Mission

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your  needs.

We want to help you SAVE by being efficient  preparing your income tax and  help you SAVE for  retirement using  different tools so you can live well in retirement.



 

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