Wealth Management Approach | Building Wealth
We like to think of building wealth as a journey. Before you embark on any trip, you make a plan for how you will get there. The same is true for building wealth through investments.
That’s why we believe it’s important for many clients to begin with a clear, concise plan for achieving their objectives. Sometimes that might mean a comprehensive financial plan delivered by a CERTIFIED FINANCIAL PLANNERTM professional. Other times we might begin with an investment portfolio review. Your needs dictate the kind of discussion we have. However, the priority of any conversation we have with you is to clearly understand your objectives and ensure that we are helping you meet them.
Prior to meeting with our financial advisors, here are a few important questions to ask yourself.
One of the toughest aspects of developing a financial plan or an investment strategy is recognizing how your personal style, mindset, and life situation might affect your decisions.
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Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value
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FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (“FTB”) and its affiliates. Financial planning and trust services provided by FTB. Investment management services, investments and annuities available through FTB Advisors, Inc., member FINRA, SIPC, and a subsidiary of FTB. Arkansas License # 416584. Insurance products available through FTB Advisors Insurance Services, Inc. (”FTBIS”), a subsidiary of FTB. Arkansas License # 247414. In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (“FHIS”), a Tennessee corporation, and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave., Memphis, TN 38103. California License # OD12174. FTBIS, FTB Advisors, Inc., and FHIS may transact insurance business or offer annuities only in states where they are licensed or where they are exempted or excluded from state insurance licensing requirements. FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.
Banking products and services provided by FTB. Member FDIC.