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COMPREHENSIVE SERVICES A PERSONALIZED APPROACH

Understanding Your Financial Environment

Life is always changing, and as these changes occur, getting the right financial advice can make a world of difference in making wise decisions and successful transitions. At First Advantage Investments we offer the same expertise that can be found in a skyscraper investment firm, but with a warm Tennessee touch. We know that each person faces different circumstances and has different needs. Also, we believe that a helter-skelter approach to personal finance is one of the most common mistakes many investors make. Instead, we offer clients a fully-coordinated, individually-crafted financial plan to help them work toward their goals. Won’t you let us share our ideas for pursuing your goals?

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Helpful Content

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The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

Budgeting After a Divorce

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Tax Freedom Day

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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The Richest Man in Babylon

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