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 Helps You Reach Your Goals

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.

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“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.”

Wealth Management Services Focused on Your Future

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 Services

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.

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.

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25 Years of Sound Financial Advice and Investment Experience for the Nashville Community

“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.