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 wealth management and financial planning. 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 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 Lebanon, 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.”

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 Bevins 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 Retirement Planning Services

Retirement planning differs from person to person, but the goal is the same: making your assets last so you can make the rest of your life, the best of your life. To do this, you’ll need to build a plan that covers your annual expenses and adjusted living costs throughout the years. While it’s best to start your retirement planning as early as possible, you can achieve a comprehensive, custom-tailored approach to retirement at 50+. To achieve this, work with a Lebanon, TN area retirement planning advisor who has the experience to help you make the choices that will successfully guide you into your retirement years.

If you’re an employer, providing your employees with attractive retirement plans is essential in retaining top talent and capitalizing on the tax benefits for your company. William Bevins can help you create a competitive plan while providing the unbiased financial services your employees are asking for.

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.