Mid Tenn Wealth Team
Our mission statement is:
Building relationships founded on education, developed through service, and resulting in continuous financial confidence.
However, our advisors believe actions speak louder than words, and we strive to implement our mission in every interaction with our valued clients. The following is a breakdown of our mission and how our practice encompasses these key phrases in the services that we provide.
Building relationships: Our goal is to become a meaningful part of our clients’ lives. We want clients to know that we take a real interest in their lives and the role that their financial wellbeing plays in the bigger picture.
Founded on education: When determining ELPS, Dave Ramsey requires the heart of a teacher, and the desire to teach underlies our ongoing work with clients*. Educating clients in a way that is accessible and user-friendly helps remove the mystery of the capital markets and enables clients to develop the focus needed to achieve their financial goals.
Developed through service: Of course, we always want to be prompt and accurate in our processes, but we believe that oftentimes in today’s world excellent service is an underrated skill. We do our utmost to exceed expectations in providing truly outstanding client services.
Resulting in continuous financial confidence: There is much to be said about continuity. Comfort and trust are necessary for financial confidence, and our advisors believe these elements rise from continually supporting clients and maintaining stability in our services even amidst potentially volatile markets.
All of these elements are equally important in helping clients and their families devise personal income solutions to address the needs and wants of today while also planning for their long-term financial objectives.
We have a dedicated team that works with a small group of clients, aiming to have a big impact on each of them. Once you have considered whether this type of partnership would support your financial goals, please give us a call to set up some time for a consultation.
*Raymond James does not endorse and is not associated with the Dave Ramsey endorsed local provider program. Mid Tenn Wealth team is independent of Raymond James Financial Services.