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Local Business Spotlight: Financial Planning in Cookeville TN
In April this year, Peachtree Planning of Tennessee celebrated it's 1 year anniversary. I sat down with the company's Senior Adviser, Keith Kail, to discuss what he does to help his clients build wealth and financial security.
Since Keith Kail is also my financial adviser, I can tell you first hand what makes his service unique. It's one stop shopping. He can literally help you with every aspect of your financial planning. Peachtree Planning offers comprehensive planning that coordinates insurance, investments, estate and business planning, and retirement income planning.
Education is the basis of the planning process at Peachtree Planning. Keith takes the time to learn about client desires, needs, and dreams. From there, he begins an education process that helps you to make really good financial decisions so that you maximize your wealth potential. This means you'll have more confidence and clarity about your future. At the Cookeville office of Peachtree Planning, success is not measured by stock performance. It's measured by achieving the dreams and goals of the client.
The comprehensive financial planning that Keith Kail offers is especially nice if you've just moved to Cookeville. Moving can be stressful enough, without having to worry about 401k rollovers, switching insurance, and trying to find tax and mortgage professionals to help. At the Cookeville office of Peachtree Planning, you'll find one-stop help with all these issues.
Keith is also happy to coordinate with other professionals if you live in Cookeville and already have relationships with an accountant, attorney, or Realtor®. All of these professionals play a part in your financial well-being, and Keith understands this.
What if you don't live in Cookeville? You can still work with Keith Kail and his team at Peachtree Planning. Using state of the art technology, Keith can hold virtual meetings with clients who are half-way around the world. This offers the ultimate convenience for the busy client, as well as other advisers who are coordinating with Keith. Another high tech service offered by Peachtree Planning is the Living Balance Sheet. This unique program allows clients to access all their financial data at any time, from anywhere in the world.
To learn more about how Keith Kai lhas been helping the people of the Upper Cumberland build wealth for over 12 years, visit his website: www.KeithKail.com
Peachtree Planning of Tennessee is located at:
10 W. Broad St, Ste 300
Cookeville TN 38501.
The phone number is 931-526-9933
Cookeville TN native. A full time, full service agent for the entire Upper Cumberland region of Tennessee.
Disclaimer: ActiveRain Corp. does not necessarily endorse the real estate agents, loan officers and brokers listed on this site. These real estate profiles, blogs and blog entries are provided here as a courtesy to our visitors to help them make an informed decision when buying or selling a house. ActiveRain Corp. takes no responsibility for the content in these profiles, that are written by the members of this community.