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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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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Estimate your monthly and annual income from various IRA types.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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A presentation about managing money: using it, saving it, and even getting credit.

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You’ve made investments your whole life. Work with us to help make the most of them.

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