Estate and Financial Planning: Wealth Management

We Take a Disciplined Approach to Planning

Flautt Hare Davis offers comprehensive family wealth management, including estate and financial planning. The primary goal of our disciplined approach is to prepare for adequate income throughout your life. Strategies we employ are specific to each unique situation and include considering a succession plan for a family business or other special assets, and attempting to minimize estate taxes by using asset transfer and discounting strategies. We combine these plans with charitable strategies to work toward philanthropic goals, while also attempting to maximize wealth passed to future generations.

Whether your concern is individual estate planning or corporate business succession planning, our wealth transfer services help you pursue your long-term goals.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Flautt Hare Davis LLC and IFP are separate entities from LPL Financial.

330 Mallory Station Rd. Suite A-2  Franklin, TN 37067 Phone: (615) 661-8828 Fax: (866) 661-6252 Email: jim.davis@fhdfinancial.com

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