Memphis Financial Advising Articles

Sample Reviews

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Rating
A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Memphis Financial Planners Provider Name Locked
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
Memphis Financial Planners Provider Name Locked
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
Memphis Financial Planners Provider Name Locked
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.
- JOSEPH C.
A

Rating
I have worked with
Memphis Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Memphis Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Memphis Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Memphis Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Memphis Financial Planners Provider Name Locked
,
Memphis Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Memphis Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Memphis Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Memphis Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Memphis Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Memphis Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Memphis Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Memphis Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Memphis Financial Planners Provider Name Locked
notified me that since
Memphis Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Memphis Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Memphis Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

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My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Memphis Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Memphis Financial Planners Provider Name Locked
agents.
- Gayane K.
A

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It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Memphis Financial Planners Provider Name Locked
. (
Memphis Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Memphis Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Memphis Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

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T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Memphis Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Memphis Financial Planners Provider Name Locked
,
Memphis Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

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It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Memphis Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
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All Financial Planners in Memphis, TN

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Alliance Collection Service

600 W. Main St.
Tupelo, MS

Allstate Insurance - Josh Roman

579 South Perkins Rd
Memphis, TN

American Health Value

671 E Riverpark Ln
Boise, ID

ANGEL INVESTMENT MGMT CO INC

5122 WHITEHALL AVE
Memphis, TN

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego, CA

BetaFrontier, LLC

2 Hilltop Road
Kinnelon, NJ

BOLTON FINANCIAL SVC

775 RIDGE LAKE BLVD
Memphis, TN

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Bootes, Dr. Robert L.

5412 Wending Ct
Louisville, KY

BRANDON INVESTMENTS INC

5101 WHEELIS DR
Memphis, TN

BREEDING & ASSOC FINANCIAL SVC

2506 MOUNT MORIAH RD
Memphis, TN

Bryan and Strange Inc

622 N Pine St
Deridder, LA

BUSINESS CONSULTANTS

1331 UNION AVE
Memphis, TN

cashtexters.net

6462 Westwood St
Moorpark, CA

Catalano, Caboor & Company

101 West 22nd Street
Lombard, IL

CEI

1331 UNION AVE
Memphis, TN

Citylytics, LLC

PO Box 3840
Memphis, TN

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Consultant Funding

4244 S Germantown Road
Hickory Hill, TN

Consultant Funding

4244 S Germantown Road
Hickory Hill, TN

CORNERSTONE FINANCIAL GROUP

3181 POPLAR AVE
Memphis, TN

COUNTRYWIDE SECURITIES

1715 AARON BRENNER DR
Memphis, TN

Credit Dr.

115A East Main Street
Farmington, NM

Credit Repair Memphis

208 Poplar Ave
Memphis, Te

D S INVESTMENT LLC

7796 CRAFT GOODMAN RD
Olive Branch, MS

Day Global, LLC

111 Mohawk Trail, #7
Crestview, FL

DENNIS I WEISS & ASSOC

8569 CORDES CIR
Germantown, TN

Don Fitch, CPA

74-478 Highway 111 #3
Palm Desert, CA

EDWARD JONES

2446 Caffey St Ste 1B
Hernando, MS

EDWARD JONES

7655 WILCO DR
Hernando, MS

EDWARD JONES

8960 COLLEGE ST
Olive Branch, MS

EDWARD JONES

4001 COMMERCIAL CTR
Marion, AR

EDWARD JONES

384 Military Rd
Marion, AR

FINANCIAL CONSULTANTS INC

5100 POPLAR AVE
Memphis, TN

FINANCIAL INSTITUTION CNSLTNG

700 COLONIAL RD
Memphis, TN

First Tennessee Bank

165 Madison Ave
Memphis, TN

H Merchant Services

Credit Card Services
Memphis, TN

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Heir Advance Company Inc.

Laguna Niguel, CA

HENRY L BRENNER INVESTMENTS

5100 POPLAR AVE
Memphis, TN

Hittinger Financial

514 FULLERTON AVE
Whitehall, PA

HSR INVESTMENTS

3340 PLAYERS CLUB PKWY
Memphis, TN

HUBBARD ENTERPRIZE

8245 TOURNAMENT DR
Memphis, TN

iBank

3090F Pullman St
Costa Mesa, CA

IFG NETWORK SECURITIES INC

1052 BROOKFIELD RD
Memphis, TN

Internal Tax Resolution of Tennessee

5100 Poplar Ave
Memphis, TN

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

JACK N O'NEIL

5860 RIDGEWAY CENTER PKWY
Memphis, TN

Jones Wealth Management Group

280 Hernando St
Memphis, TN

JOSEPH STOVALL & ASSOC

516 E RAINES RD
Memphis, TN

JTK INVESTMENTS

2201 JOHNSON RD
Germantown, TN

Judy Lawrence - MoneyTracker

4801 Lang Ave NE suite 110
Albuquerque, NM

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kansas City Credit Services

2016 Swift Ave
Kansas City, MO

Kortright Partners Inc

2829 S 88th St
Omaha, NE

Lifelock

60 E Rio Salado Pkwy
Tempe, AZ

LOMBARD SECURITIES

803 MOUNT MORIAH RD
Memphis, TN

M SCOTT LAWYER

5100 POPLAR AVE
Memphis, TN

MAP Momentum

1661 International Place Drive Suite 400
Memphis, TN

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Maury Wade & Company

5100 Poplar Avenue
Memphis, TN

Memphian IRS TAX LAWYERS

5300 Hickory Hill Road
Memphis, TN

Memphis Debt Consolidation

99 N Main St
Memphis, Te

MEMPHIS BUSINESS CAPITAL

8245 TOURNAMENT DR
Memphis, TN

Morgan Keegan & Co

50 N Front St
Memphis, TN

Nationwide Student Aid

333 N Oakley Ave
Chicago, IL

OWNDirection

120 E 13065 S
Draper, UT

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

PAYDAY LOANS &MORE

9170 MILLBRANCH RD.
Southaven, MS

PinPoint Insurance Services - Nationwide

5115 Douglas Fir Rd
Calabasas, CA

POPE FINANCIAL GROUP

150 BELMONT RD
Hernando, MS

PREFERRED SERVICES

154 Timber Creek Dr Ste 1
Cordova, TN

PRIESTER MANAGEMENT CO

3404 BROOKE EDGE LN
Collierville, TN

Prime National Credit Repair

535 N. Brand Blvd
Glendale, CA

Rescue One Financial

Business Center Dr
Irvine, CA

SAMCO CAPITAL MARKETS

6805 N Capital of Texas Hwy Ste 350
Austin, TX

Sensible Financial

203 Crescent St
Waltham, MA

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

State Farm Insurance - Craig Whittington, Agent

2050 W. Poplar Ave
Collierville, TN

Street's Accounting Service

299 S Walnut Bend
Cordova, TN

SUN AMERICA SECURITIES INC

1407 Union Ave Ste 702
Memphis, TN

SURRATT & CO

8472 BERGEN DR
Cordova, TN

The Accountant's Pen

595 Macon Hwy
Athens, GA

The Herrington Group, P.I.C.

20343 N Hayden Rd
Scottsdale, AZ

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Mutual Fund Store

6242 Poplar Ave Ste 100
Memphis, TN

The Mutual Fund Store

6242 Poplar Ave Ste 100
Memphis, TN

The Sims Financial Group, Inc

855 Ridge Lake Blvd
Memphis, TN

THOMPSON FINANCIAL SVC

1355 LYNNFIELD RD
Memphis, TN

Trans Recovery Solutions, LLC

6915 Crumpler Blvd
Olive Branch, MS

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

USAA

9800 Fredreicksburg Rd
San Antonio, TX

VINNING SPARKS PREMIUM GROUP

8245 TOURNAMENT DR
Memphis, TN

Virtual Resources Group LLC

2068 Delhi St NE
Holt, MI

We Care Management

PO Box 280298
Memphis, TN

Wealth Engineers

600 17th St., Suite 2800 South
Denver, CO

WILLIAMS FINANCIAL SVC

2018 MCINGVALE RD
Hernando, MS

World Business Lenders

120 W 45th Street
New York, NY

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