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.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/02/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
05/30/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
05/28/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
05/26/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
05/23/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

You face sequence of returns risk. Know what it is?
05/21/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/19/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

What did it take to become the richest man in Babylon?
05/16/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

“Generosity is not something you do after you make it, it is how you make it.”That line from Eric Church’s UNC commencem...
05/15/2026

“Generosity is not something you do after you make it, it is how you make it.”

That line from Eric Church’s UNC commencement speech is worth sitting with.

In life, business, and financial planning, generosity should not be treated as the reward at the end of success. It should be part of the foundation that helps shape success in the first place.

The way we serve people, steward resources, build relationships, support our families, and show up in our communities matters. Money is a tool, but generosity reminds us what the tool is for.

Build wisely. Give intentionally. Serve faithfully.

That is a strong foundation.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
05/14/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

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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