Types of Retirement Accounts to Build Wealth

Planning for retirement becomes effortless when you have the right knowledge and set specific savings objectives.


Strategies and Techniques for Effective Wealth Management

Investigate the advantages of employing a certified financial planner and fiduciary advisor to assist you in reaching your retirement goals.


Roth IRA For Retirement Planning

Roth IRAs are a great tool to help fund your retirement. Like many other tools, a ROTH IRA has attractive features and limitations.


How to Write a Comprehensive Financial Plan

If you want to achieve your financial goals, creating a comprehensive plan for success is essential.


Retirement Planning For Women

When it comes to retirement planning, women have some unique considerations.


What to Know About the Financial Side of Divorce 2023

Going through a divorce is a difficult process. The emotional, mental, and physical aspects take a toll on both parties and the family unit. On top of that, the financial side of divorce can be complicated and create additional stress and anxiety for everyone. Throughout the duration of the divorce, you and your spouse will need to make decisions that will impact your finances, both now and in the future.


6 Steps to Protecting Wealth During Volatile Markets

In these trying times, you must observe key long-term investment fundamentals for a successful financial future.


Advantages of Roth IRA Conversions in 2023

For anyone with a traditional IRA, the option of converting to a Roth IRA is something to consider. Each individual and their circumstances ultimately determine if a conversion is right for them; but some years offer more reasons to convert than others. 2020 is shaping up to be one of those years.


5 Strategies for Millennials to Create Long-Lasting Wealth

For some millennial investors, managing finances can be stressful, but with the correct strategy you can still grow wealth for the long term.

Cypress Dividend Report 2022

Select Dividend receives Morningstar's 5-Star Rating 2022.

Select Dividend Portfolio: 5 Star Rating From Morningstar

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064


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