My Mission is to help people set and achieve their financial goals. We work with business owners and executives in estate, retirement, insurance and investment planning. With over 34 years in the financial services industry, I understand the most difficult aspect of the process-implementation. We work closely with you and your other advisors to implement and coordinate your plan. Annual reviews to update your financial strategy in response to changing needs and market fluctuations are crucial for success. We pledge to provide the same quality to our clients as expect for ourselves.

Areas of Specialty

  • Life Insurance
  • Long Term Care Insurance
  • Estate Conservation Products
  • Retirement Planning Products
  • Investments
  • Mutual Funds
  • Variable Annuities
  • Brokerage Services
  • Fee Based Financial Planning (Financial Planning, Estate Planning)
  • Fee Based Investment Planning (Wrap Investment Program, Portfolio by Design, Symphony, Brinker Core Asset Manager)

 Buddy Wootten has been in the Financial Services Industry for over 34 years. He can provide comprehensive financial planning for individuals, families, and business owners. Plans designed to integrate the client's goals with the objective of providing solutions in the areas of asset management, asset protection and retirement income. Buddy specializes in asset protection,wealth conservation strategies and maximizing retirement income. In his spare time Buddy is active in his church, maintains a strong sense of community and focuses on his family, which is very important to him. Buddy, his wife Mary, and their four daughters and six grandchildren reside in Middle Tennessee.

CFP™, CERTIFIED FINANCIAL PLANNER™ and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements