P1 Financial Planning and Wealth Strategies

P1 Financial Planning and Wealth Strategies Financial Planner* *Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC.

Insurance services offered through P1 Financial Planning & Wealth Strategies, which is not affiliated with Osaic Wealth. 9053 Stone Walk Place, Germantown, TN 38138; 901-493-1507. Nothing contained herein is to be considered tax or legal advice. Tax/or legal advice should be obtained from a professional, duly licensed to provide such services. Investments in securities involve risk, including the

potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third-party website. We do not endorse or accept responsibility for the content of any third-party web site and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Shares” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/25/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
06/23/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
06/20/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Where do you begin when buying a home? This article has some pointers.
06/18/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
06/16/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
06/13/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/11/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
06/09/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

\$100 not spent is more like \$143. Intrigued?
06/06/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Address

9056 Corporate Gardens Drive, Suite 102
Germantown, TN
38138

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19014931507

Website

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