Clarity in a World of Confusion
We provide honest feedback coupled with strategies that cut through the ever increasing noise and misinformation of the day. Doing so, we give our clients a clear path from where they are today, to where they want to be. Our greatest joy is providing peace and certainty to the people we serve.
What's Unique About Our Offering
Concierge Experience
So good you’ll wish we ran your doctor’s office
Your Personal CFO
Our team + our network = your financial Rolodex
More Than a Job
Our calling is your freedom
Meet Our Team
Our Services
Retirement Planning
Investment Planning
Tax Strategy
Charitable Giving
Estate Planning
Insurance Planning
Inheritance Planning
Wealth Management
College Planning
Retirement Income Planning
Tax-Integrated Planning
Tax-Efficient Investing
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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Our Location
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Corporate Phone
615-861-6099
Recent Insights

Living Intentionally: A Financial Plan That Reflect Your Values
Most of us can list our core values—for example, faith, family, and legacy—but if a bank statement were the only record of those convictions, what story would it tell? The practice of living intentionally can

What’s Driving Your Financial Decisions? Reclaiming Purpose in Stewardship
Financial planning is not a series of cold calculations—interest rates, market cycles, and tax brackets. While these technical elements are essential, they’re not the heartbeat of a life well-lived. At SageSpring, we believe your financial

Money Isn’t the Goal: Aligning Financial Plans With What Matters Most
Society often treats financial success as a fixed destination—a specific net worth or a magic number that promises security. We’re conditioned to believe that once we cross that threshold, peace will naturally follow. However, for

How High Earners Could Maximize Their Retirement Savings: Strategies for Building Long-Term Financial Confidence
Conventional retirement wisdom often emphasizes maximizing 401(k) and IRA contributions. While essential, these traditional strategies quickly hit IRS limits and income-based phaseouts, creating a wealth accumulation gap for professionals whose income exceeds standard thresholds. But