Dynamic Wealth Planners

Dynamic Wealth Planners My advice is objective and built on an independent platform. The SmartVestor program is a directory of investment professionals.

I operate under a fiduciary standard, delivering personalized financial planning and investment strategies designed to align your resources with your long-term goals. CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Certified Retirement Counselor® (CRC®)
Dave Ramsey SmartVestor Professional
Many of my clients are medical professionals and business owners. Neither Dave Ramsey nor SmartVestor are affiliates of Memphis Advisory or LPL Financial.

12/14/2021
Budget Vacation Ideas
11/13/2021

Budget Vacation Ideas

That dream getaway doesn't have to put you in heavy debt.

Making Sense of Living Trusts and Wills
11/11/2021

Making Sense of Living Trusts and Wills

There are key considerations as you seek to market your new business idea.

Types of Investments
11/06/2021

Types of Investments

You have a variety of options when pursuing an investment portfolio.

Car Buying Tips
11/04/2021

Car Buying Tips

Purchasing a car is a major financial decision. We offer top considerations before you sign on the proverbial dotted line.

Happy Halloween
10/31/2021

Happy Halloween

October 31

Smart Investing Tips
10/30/2021

Smart Investing Tips

Looking to begin an investing journey? We offer tips to help guide your strategy.

All About Extended Warranties
10/28/2021

All About Extended Warranties

Deciding whether to purchase an extended warranty on your car? We present an overview of what is covered and available.

Renting vs. Buying a Home
10/23/2021

Renting vs. Buying a Home

Deciding whether to rent or purchase a home is a major life decision.

Address

Memphis, TN

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Telephone

+19017619990

Website

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