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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Croxall Capital Planning

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United States
Brentwood, TN
Croxall Capital Planning

Financial Planning, Investment Management, Risk Analysis & Management Croxall Capital Planning was founded in 1976.

Our vision is to continue to build a firm that helps our clients for generations to come by providing advice and guidance tailored to each person’s individual situation. Our firm has three core offerings: financial planning, investment management, and risk analysis and management. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC (ww

w.finra.org and www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.croxallcapital.com.

05/05/2026

The average tax refund through end of March is $3,521. How will you spend yours?

See comments section for link to my latest blog post for ideas on how to turn your refund into something meaningful.

11/26/2025

The holidays are a busy time, but completing a few financial to-do's before the end of the year can go a long way. Check out my latest blog post for some quick and easy ideas: https://www.croxallcapital.com/blog/some-quick-financial-to-dos-before-ringing-in-the-new-year

06/21/2024

There's a lot of confusion around annuities and what they do. Check out my latest blog post to see 5 common misconceptions. https://www.croxallcapital.com/blog/why-should-you-consider-an-annuity

05/29/2024

It's 529 College Savings Day! Check out my latest blog post to learn more about why these are my 5 favorite features of 529 savings accounts. https://www.croxallcapital.com/blog/my-favorite-529-account-features

05/12/2024

09/15/2023

September is Life Insurance Awareness Month! Check out our latest blog post about some common life insurance misconceptions.

https://www.croxallcapital.com/blog/is-your-family-prepared-if-something-were-to-happen-to-you

03/22/2023

A sudden job loss is stressful enough. Check out our latest blog post for some helpful tips to keep your finances on track.
https://www.croxallcapital.com/blog/recently-laid-off-financial-tips-to-consider

09/13/2022

September is Life Insurance Awareness Month. Let us help you create a plan to ensure those that matter to you most are adequately protected.
https://www.croxallcapital.com/insurance

08/04/2022

Student loan payments are set to restart effective September 1st provided there are no further extensions granted. Are your ready? Let us help create a plan to tackle your student loan and other debts. Visit www.croxallcapital.com to learn more.

06/08/2022

Take the last few days of spring to spruce up your finances before the official start to summer on June 21st. Check out our latest blog entry for some helpful ideas. https://www.croxallcapital.com/blog/spruce-up-your-finances

Address

5115 Maryland Way Ste 116
Brentwood, TN
37027

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18316614006

Website

http://www.croxallcapital.com/

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