Lebanon, TN Certified Financial Planner

William Bevins, a CERTIFIED FINANCIAL PLANNER™, serves Lebanon, TN as a fiduciary financial advisor. Clients receive unbiased advice in the areas of retirement planning & wealth management. Each client receives personalized attention and a structured portfolio designed to meet individualized investment goals. As a fee-only advisor, the services provided are conducted with transparency, without hidden costs.

How a CFP® Professional Can Help

The CERTIFIED FINANCIAL PLANNER™ designation is considered the gold standard of financial advisors. Their training and experience coupled with a mandate to serve clients as a fiduciary makes their unbiased advice second to none. William Bevins is a CFP® and financial advisor serving clients in Lebabon, TN and surrounding areas. He’ll use his experience to build a financial plan that addresses savings, reduced spending, tax-efficient investments, and the importance of a diversified portfolio of investments. 

William will also see that you have a comprehensive financial plan that can stand up to life's unexpected challenges. To learn more about his how retirement planning and wealth management 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.”

Structured Retirement Planning

While it may seem years away, your last day on the job will be here before you know it. Make sure that you have the funds to actually enjoy your golden years through structured retirement planning with William Bevins. William works with clients to create retirement plans that will make your assets last, cover expenses, and plan for cost adjustments along the way. We create custom retirement plans that are designed to address your most common concerns. Remember, saving for retirement is essential, but William Bevins will help you secure your future with a continuous source of income. Whether you need support while you’re working, when you’re close to retiring, or when you’ve officially retired, we have you covered.

Individual and Employer Sponsored Retirement Planning

Each person has different goals and dreams when it comes to retirement. Despite what the differences look like, the fact is, everyone's goal is the same: build enough savings to last for the rest of your life. To reach your goals start with a retirement plan that creates enough wealth to cover your annual expenses and is flexible enough to adjust for cost of living adjustments. Starting early is always a great idea when saving for the future. To achieve all of these goals and more, work with a Lebanon, Tn retirement planning and wealth management advisor, William Bevins who has the training and experience to help.

If you are an employer and are interested in attracting top talent, consider starting an employer sponsored retirement plan. These plans help employees build wealth, reduce current income tax, and save for the future. Contact William Bevins to learn which retirement plan is best suited for your business and how to implement a company sponsored plan your employees are asking for. Contact our office today.

William Bevins is a licensed financial advisor in Lebanon, TN, and the surrounding communities. Our commitment to achieving your financial goals means that you’ll get personalized services paired with 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.