Lebanon TN Certified Financial Planner
William Bevins is a CERTIFIED FINANCIAL PLANNER™, serving as a Lebanon, TN. Clients receive useful 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-based advisor, the services provided with client goals in mind.
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 advice a valuable tool. 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.
To learn more about his how retirement planning and wealth management 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
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 enjoy your golden years through structured retirement planning. William works with clients to create retirement plans that will help 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 retirement planning and wealth management advisor 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.
Is Your Financial Advisor A Fiduciary?
As an investor, it's important to ask whether the advisor you're considering hiring is a fee-based, fiduciary advisor or not before taking on their services.
A fee-based advisor will always be transparent and willing to discuss topics as a fiduciary.
Why Millennials Need Financial Advice
A millennial financial advisor can help you with various financial matters such as investing your money, paying off debts, reviewing your tax strategy, and finding an estate planning attorney who can ensure the financial security of your potential beneficiaries, especially if there are underage children, in case of your death.
Blog
Advanced Tax-Loss Harvesting and Asset Location Strategies for 2026
Optimizing Executive Compensation: Advanced NUA and Deferred Changes for 2026
Finding a Fee-Based Fiduciary Financial Advisor in Franklin, TN
SEP IRA vs. Solo 401(k): 2026 Small Business Retirement Guide
Services
Asset Allocation
Asset Management
Mutual Funds
Stock Options
College Planning
Stocks and Stock Market
Bonds
Pension Plans
Financial Planning
Wealth Management
Retirement Planning
Fiduciary Advisor
Employer Sponsored Retirement Plans
401k Advisor
William Bevins is a licensed financial advisor serving Lebanon, TN, and the surrounding communities. Our commitment to achieving your financial goals means that you’ll get personalized services paired with helpful 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
12 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 12 years of experience, William Bevins serves as a financial advisor. 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 Lebanon TN as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients.