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
What is Wealth Management and Do You Need It?
Table of Contents Managing your wealth effectively can be the key to achieving your long-term financial goals and securing a prosperous future. But what exactly is wealth management, and how do you know if you
Understanding the Difference: Wealth Manager vs. Financial Advisor
Table of Contents Choosing the right financial professional can significantly impact your financial well-being and future. However, the terms “wealth manager” and “financial advisor” are often used interchangeably, causing confusion about their distinct roles and
Understanding Your Options: How Do I Break Up With My Wealth Manager?
Table of Contents Parting ways with your wealth manager is a significant decision that can help shape your financial future. As your needs evolve, you might find yourself questioning whether your current wealth management relationship
Navigating Your Financial Future: How to Choose the Right Financial Advisor
Table of Contents Money matters. Whether you’re planning for retirement, saving for a major purchase, or aiming to grow your wealth, the decisions you make today can significantly impact your financial well-being for years to