Financial Strategies
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S&A

Wisdom. Success. Wealth.

 

Using a scientific model to analyze every financial decision, our role as strategists involves the efficient structuring of insurance, retirement plans, investments, and mortgages while helping to properly set up savings plans, eliminate debt and secure your estate.for financial success.

 

Our strategy covers all of these important areas:

  • Financial modeling
  • Retirement plans
  • Savings
  • Investments
  • Debt elimination
 
  • Life Insurance
  • Mortgages
  • Tax, cost, and fee elimination
  • Wills and Trusts
 

Contact

➤ LOCATION

1507 16th Avenue South                   Nashville, Tennessee 37212

☎ CONTACT

info@danstephenandassociates.com
(615) 298-9350

 

Areas of Service


Retirement Planning

Retirement plans are dynamic, as your business and tax laws change it can be challenging to save for a comfortable retirement. We help you prepare ahead of time by customizing your strategy so you can comfortably enjoy retirement.

 


Investment Management

Our advisers provide a comprehensive overview of your investments and make sure they are properly positioned. We make certain your investment goals work hand in hand with your estate plan, wealth management, and retirement income desires.


Wealth Accumulation 

Growing your wealth takes discipline with a commitment to a long term strategy. We provide a proper savings structure according to your comfort level that calculates risk and return with accessibilty.            

       


Capital Preservation 

 By conducting an analysis of risk management, we ensure our clients are protected by minimizing risk in the event of loss. We offer expertise in life insurance and disability insurance, while balancing your growth objectives.


Estate Planning

Unless you want the government to decide the future of your estate, it is vital to prepare how your estate is passed to your heirs. We make sure your wishes are recognized while minimizing taxes and ensuring your wills and trust are in proper order. 

                                                               


Business Consulting

The financial security of your business shouldn’t be an oversight while attending to the operations of your business. We provide a professional evaluation of your business to help ease the burden and avoid future problems. 

 
 

 
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The will to win makes little difference. The will to prepare to win makes all the difference.

- Vince Lombardi

 
 
 

 
 
 

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