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Find a financial planner near Nashville, TN

Find a financial planner near Nashville, TN

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Find a financial planner near Nashville, TN

100+ near you

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Top 10 Financial Planners near Nashville, TN

Avatar for Moravec Retirement  Planning Advisors
Avatar for Moravec Retirement  Planning Advisors
9. Moravec Retirement Planning Advisors
New on Thumbtack
New on Thumbtack
Offers remote services
  • Serves Nashville, TN
Hello My name is Steve Moravec, unlike most advisors posted here, I live right here in Nashville, TN. This means we can get to know each other personally rather than work with an out of state person. I am an Investment Advisor Representative and as such have fiduciary responsibility to my clients. This means I am legally compelled to act in your BEST INTEREST, not mine. People typically come to me when they have money to roll over from a 401k, IRA, or other sources. Or sometimes they just want a 2nd opinion on what they are are doing. Depending on your situation we can provide a comprehensive written financial plan that addresses income planning, wealth management, insurance and estate planning or just address specific areas like investments , or insurance. We offer private wealth strategies which are managed investments with risk triggers that switch to safer investments during periods of increased volatility. We seek to grow our clients money which also means avoiding losses whenever possible. As you get closer to retirement this becomes much more important. Another important aspect of retirement planning is income planning, making sure the income you need is going to be there for the long haul. My experience & background in working with many age 55 plus clients has helped me understand their needs and circumstance. I work with those who are already retired or those who plan to be within 10 years. I am not for everyone, but if you are over 50 and have $150,000 + of investable assets, we could be a great fit....See more
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