Brentwood CERTIFIED FINANCIAL PLANNER™
William Bevins, a Brentwood CERTIFIED FINANCIAL PLANNER ™ and fee-only financial advisor offers unbiased advice and transparent strategies that help individuals meet their financial goals. Each client receives comprehensive guidance in the areas of retirement planning, wealth management, and personalized financial planning.
Regardless of your current financial condition, William works to develop a personal relationship with clients to gain a better understanding of their underlying goals. This partnership helps build effective and suitable recommendations geared to benefit clients and ultimately achieve financial and retirement milestones.
How a Certified Financial Planner Can Help
Certified financial planners undergo rigorous education and testing to receive formal designation. They are considered to be the gold standard of financial advisors and are required to maintain a fiduciary duty to their clients. This means that a CFP® always works with their client’s interests at the forefront of their decisions. William Bevins is a financial advisor serving clients in Brentwood, TN and surrounding areas. He’ll work with you to create a strong financial plan that will capitalize your savings, curb unnecessary spending, and help diversify your overall investment portfolio.
William Bevins understands that sometimes, the unexpected happens, which is why he works to create a comprehensive financial plan that can lower tax debt, maximize insurance policies, and make sure his clients are prepared for anything. To learn more about how our financial planning services can benefit you, contact our office today.
“I joined Cypress Capital as an independent fiduciary financial advisor because they aligned with my core value of putting people first. I’m grateful for the relationships I’ve built with my clients and for the trust they place in me to manage and grow their assets.”
As Seen In
Wealth Management Services
Growing wealth for many individuals begins with working with a fiduciary financial advisor who is trained in identifying suitable investments and risk tolerance. William Bevins provides wealth management services to help guide you in choosing the right investment strategies that fit your goals. Using a personalized approach, we’ll identify a portfolio that’s designed just for you. Our clients receive investment management advice that offers diversification, balance, and tax-efficiency. Interested in working with an experienced Brentwood CERTIFIED FINANCIAL PLANNER ™? Contact William Bevins today.
Comprehensive Retirement Planning
Regardless of your age, retirement planning is a great way to begin preparing for financial stability when you’re older. The approach may differ across individuals, but the overall goal is the same. Financial planning allows you to take advantage of your assets for the rest of your life, allowing you to live the golden years you’ve always dreamed of. William Bevins can help you achieve this by creating a plan that covers your annual expenses and adjusted living costs over the years. Starting early is the best way to maximize your return, but it’s never too late. William Bevins a Brentwood CERTIFIED FINANCIAL PLANNER ™ can help you create a custom-tailored approach to retirement at 50+. To learn more or get started on your retirement planning, contact us today.
Is Your Investment Advisor Serving As A Fiduciary?
Before hiring an advisor for their services, it is important for you as an investor to inquire whether they are a fee-only, fiduciary advisor or not.
An advisor who is a true fiduciary will consistently maintain transparency and be open to discussing the matter. Advisors who are not fee-only or fiduciary could be either commission-only or fee-based. This implies that they might receive commissions by selling financial products to their clients. The situation is potentially problematic as it creates a situation where the advisor's recommendations may not prioritize their clients' interests.
Can you explain the distinction between a fiduciary and a non-fiduciary advisor? Let's explore how the role of a fiduciary financial advisor affects the advice you receive.
Advisors who receive payment solely from their clients for their rendered services can work without any contradictory interests. This means that they can work under the fiduciary standard, which requires them to act in the best interest of their clients. Financial advisors, bankers, attorneys, or public service officials have the option to commit to the fiduciary standard, which is a legal obligation.
A fiduciary advisor offers:
- They consistently prioritize their client's best interests before their own.
- They provide honest and fair advice based on their knowledge and expertise.
- Exhibits wise decision-making skills in their behavior and recommendations.
- Avoids conflicts of interest.
- Discloses any material facts.
- To help clients manage investment expenses so that they can utilize the majority of their investments based on their financial plan.
Simplified Retirement Planning
Planning for retirement is an essential aspect of personal finance. It helps individuals achieve a financially stable future and enjoy their later years without financial worries. To have a comfortable retirement, it is important to begin retirement planning early and use intelligent strategies in response to the constantly changing financial world and extended life expectancies.
Staying committed to your retirement plan and following expert advice will help you be well-prepared to handle the challenges and opportunities of your retirement years. Remember that retirement planning is a long-term process. It's never too late to start or make changes to your retirement planning, and it doesn't have to be a complicated process. Success can be achieved by adopting a straightforward and thoughtful approach. To ensure your financial future is secure, be proactive, seek professional guidance from William Bevins CFP CTFA, and stay focused on your goals.
Why Millennials Need A Financial Advisor
If you have some money and are unsure what to do with it, consider seeking the help of a millennial financial advisor. An unbiased wealth manager can assist you with investing retirement money, paying off debt, reviewing your tax strategy, and possibly recommend an estate planning attorney if you have minor children that need financial security in case something happens to you.
Verifying the overwhelming amount of market and financial information can be difficult, as there are often highly qualified sources with conflicting opinions. A millennial advisor can assist you in making well-informed and unbiased decisions that are in line with your objectives. An experienced advisor, like William Bevins CFP CTFA, can assist you with organizing and managing your goals and creating a cash flow plan that reflects your financial independence goals realistically and attainable.
Blog
How to Rebalance Your Investment Portfolio
Self-Employed? Tax Efficient Ways To Begin Saving For Retirement.
Financial advisor vs financial planner: What’s the difference?
How to Raise Financially Responsible Children
Services
Employer Sponsored Retirement Plans
William Bevins is a licensed financial advisor in Brentwood, TN and the surrounding communities. With over 25 years of experience in financial advice and investment management, we’re committed to achieving your goals through personalized services and complete transparency. To learn more about how William Bevins can help you strengthen your financial plans, manage your wealth, or create a strategic retirement plan, contact us today.
Book a Free Consultation
It’s time to invest in a financial advisor that works hard for your money. To learn more about how we can help, call 615-469-7348 right now, or fill out the form below.
OR
25 Years of Sound Financial Advice and Investment Experience
“If I’ve learned anything during this time, it’s that real wealth can be achieved with moderate risk-taking over the course of an individual’s lifetime. Setting reasonable goals and working diligently to achieve them year in, year out is the key to success.”
With over 18 years of investing experience, William Bevins serves as a Private Wealth Manager. His goal remains to help individuals and institutions achieve their investment goals while controlling risk. Putting client needs first is how he built his business and reputation. Serving as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients.