801 Crescent Centre Dr.
Suite 600, Franklin, TN 37067
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The ever-changing fiscal landscape of exciting hills and worrying valleys can be almost impossible to navigate effectively without an experienced guide. Let our team of advisors help you find the right investment strategy to help fulfill your goals.
Our team specializes in the following financial planning areas.
Steward your finances in a way that represents your values.
We can’t achieve our dreams without a well-defined plan. After clearly outlining your retirement goals and reviewing our various financial services, we will help create and implement a multifaceted strategy for success!
You’ve planned your whole life for this moment… now what?
The transition into retirement can be fraught with more emotion and complication than you expect. Let us help you successfully navigate this life phase to find your happiness.
It may be difficult to consider, but properly managing your estate can help you take care of your loved ones – even after your passing. Let’s plan ahead to distribute your assets in a way that preserves your legacy, your family, and your passions.
Business owners are in a unique position. They have to balance their personal aspirations with their professional goals. Together, we will create and implement a personalized plan to achieve all your dreams!
Like everything in life, sometimes your financial plans just need a second opinion. Give us a call to schedule your no cost, no obligation review of your financial status – no strings attached.
Divorce signals the end of one chapter and the beginning of a new one. You have enough to think about during this potentially turbulent and emotional time. Let us help you find the best financial options for this new normal.
The decision to change careers, whether due to necessity or preference, is a brave one. There’s a lot to process emotionally and many options to consider when planning your next move. Let us help you successfully manage and grow your finances during this complicated transition.
First and foremost, we provide a listening ear. It’s important for us to learn everything we can about you and your family’s wealth, family dynamics, goals, hopes (and dreams), fears and concerns. The more we understand what you are trying to accomplish, the better we can advise. Confidentiality is the cornerstone of our practice, and it’s something we don’t take lightly. Empathy and compassion are also important in our relationships. We do not judge, criticize or talk in industry jargon. Instead, we educate our clients on wealth, and provide an investment strategy tailored to each individual families situation.
Maintain confidence that your business is properly valued and your resources properly allocated to create a profitable transfer with the careful guidance of our nationally accredited Certified Exit Planning Advisor® (CEPA). As a CEPA, Tommy Doerfler has undergone an intensive MBA-style program fine-tuning the critical skills required to ensure that you can plan ahead to properly capitalize and smoothly transition away from your business.
Picking an insurance policy, whether it’s life insurance, disability, or otherwise, is hard work. It’s nearly impossible to know which companies are really providing high quality products and which simply want to make a sale. Let us help you review the options to make a wise and well-informed choice.
We can partner with your current CPA to analyze, evaluate, and solve your income tax issues. If you don’t already have a CPA, no problem! We can refer you to one of our trusted colleagues.
With higher education comes even higher tuition and materials costs. Whether you’re planning for a child, grandchild, or even yourself; we can help you find the right investment vehicle and comprehensive plan to make your dreams a reality!
In the upheaval of an unexpected or untimely death, many details and practical matters can get lost through the myriad of factors to consider. We can help you unravel the confusion, set priorities, and see the big picture when dealing with a loved one’s estate.
There are an overwhelming amount of investment opportunities. We can help you sift through the available options to find the perfect fit for you and your family.
Our first priority is to improve your financial life! In order to truly find success, however, you need to understand the fiscal concepts behind it. We take the time to explain the available options, potential risks, and benefits of every recommended course of action.
Let us dispel any confusion or uncertainty you may have about what happens next. Below you will find our regular meeting cadence when getting started with our team.
Suite 600, Franklin, TN 37067
Contact our support team
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Riskalyze is an independent third party service provider and is not affiliated with Raymond James. eMoney is an independent organization and is not affiliated with Raymond James.
The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on inperson and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an
advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c for more info.
*Forbes Best-in-State 2022 Methodology: https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=19b3e6237fee
Forbes Best-in-State 2021 Methodology: https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=4f642acb6d22
Tommy Doerfler, 2020, The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
**Raymond James Leader’s Council, Tommy Doerfler, (2014-2023): Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
***Above and Beyond Award, Tommy Doerfler, 2017: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with SageSpring Wealth Partners.
©Lighthouse Wealth Group. Lighthouse Wealth Group, and SageSpring Wealth Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice. Investment advisory services offered through SageSpring Wealth Partners.
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Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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