Financial Planning in Nashville, TN
Your Financial Advisors in Nashville
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you’ll be able to control your financial destiny.
US Community Credit Union offers financial planning catered to residents in the Greater Nashville and Middle Tennessee area.
Why Financial Planning Is Important
A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home (sooner, rather than later!), making sure your children’s education is well funded, or ensuring a smooth and stress-free retirement; all of these seemingly disparate components come together under a unified financial plan.
The scope of an effective financial plan should therefore cover key aspects such as Saving, Budgeting, Investing, Tax planning, Insurance planning, Retirement planning, Estate planning, and much more.
What Our Financial Advisors Can Do For You
Our systematic approach to Financial Planning services includes:
Contact US Community Wealth Management
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance Products are offered through LPL or its licensed affiliates. US Community Credit Union and US Community Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using US Community Wealth Management, and may also be employees of US Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, US Community Credit Union or US Community Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | ||
Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
FINRA (www.FINRA.org)
SIPC (www.sipc.org)
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: Tennessee (TN).