Flautt Hare Davis Wealth Management Services

Flautt Hare Davis defines wealth management as the prudent stewardship of your financial resources, whether they are large or small. You may have inherited a large portion of your assets, built your wealth through hard work and prudent investments, or are just starting the process of building wealth. In each case, proper decisions need to be made on how to invest  the assets that will be used for future income, the assets designated for philanthropy, and the assets to be passed on to future generations. We are committed to walking with you through every season of life.

Develop a Comprehensive Plan

Our Wealth Managers will  create a comprehensive financial plan based on well know investment strategies related to asset accumulation, preservation and distribution. Flautt Hare Davis offers a comprehensive financial planning service package that includes:

  • Meeting individually to discuss your long-term goals
  • Evaluating your current financial situation
  • Offering insights to help define long term financial goals
  • Developing a personal financial plan to pursue long-term goals
  • Implementing your financial plan
  • Regularly reviewing and refining your financial plan, as needed

 

 

 

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.

750 Old Hickory Blvd., Suite 1-115, Brentwood, TN 37027 Phone: (615) 661-8828 Fax: (615) 297-7806 Email: jim.davis@fhdfinancial.com

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