Wealth Management
Are you overwhelmed by or avoiding making financial decisions?
The Trust Company of Tennessee can be your guide to make better decisions with money through all stages of life.
You can live a life of financial confidence. The Trust Company of Tennessee helps individuals, families, nonprofits and business owners make better financial decisions, so that dreams can become reality.
We believe that each client is unique. Our promise to you is that we’ll work to understand your priorities on a deep level and utilize our team of experts to develop a plan to help you accomplish your goals.
We address a spectrum of client concerns, and commonly help clients who are:
- Disappointed by the lack of progress toward financial goals.
- Afraid of running out of money.
- Unsure if they should have more complex strategies for their finances.
- Confused what to do with IRAs or retirement plans like 401(k), 403(b) or 457(b).
- Concerned about paying more taxes than necessary.
- Unsure of appropriate steps to accomplish financial goals.
- Struggling to manage short-term and long-term goals.
- Lacking a clear investment strategy.
- Worried about heirs understanding the intended legacy gifts.
Financial Planning
Many of the concerns are answered through establishing a map for your future financial needs and resources.
Individual retirement and financial planning can be challenging and complicated. We help you maximize the values of all your investments, savings and retirement accounts, so you can live your retirement life the way you most desire.
After identifying and prioritizing your goals, our experts will work with you and your legal advisors to develop an overall custom comprehensive financial or estate plan that addresses your specific needs. We will coordinate with you to ensure that any complex or unexpected issues are addressed. We give you back the time to pursue your own passions.
If you already have an estate plan in place, our team of experts can review it to help you identify and implement new financial strategies. We’ll look at your plan’s details as well as your larger financial picture to guarantee that you achieve your goals to transfer wealth to the next generation.
Read more about Wealth Management Topics
Our firm has creative and sustained channels to support women, including the Wise Women speaker series focused on financial planning topics important to women. The informal sessions over hors d’oeuvres and wine create an environment of trust and sharing, perfect for discussing vital topics that sometimes are difficult to face. Everyone is welcome to join our Wise Women events, offered as a complimentary service to the communities we serve.
Tax Strategy
Creating and following a tax strategy helps individuals and businesses minimize tax liability, optimize financial decisions and achieve long-term financial goals. Our team can provide guidance for activities that manage asset allocation in the most tax-efficient manner.
Estate Planning
Estate planning is the process of determining how your assets will be divided after death or if you are incapacitated for physical or mental reasons. We understand that it can be a tough or sensitive topic, but everyone can benefit from an estate plan and having one in place will help relieve stress and protect your loved ones. Our team will work with your legal and tax advisors to create and implement strategies that preserve your lifetime of work, outline your wishes and minimize tax implications. When thinking about your legacy, everything you can do to prepare beforehand is worth the effort.
Download The App:
