Financial Advisors
Brentwood, TN
Both Hands Financial Group is a comprehensive financial advisory firm in Brentwood specializing in retirement planning, Medicare guidance, investment management, and estate planning for pre-retirees and retirees. Founded by advisors who prioritize fiduciary standards and personalized planning, they help clients coordinate investments, insurance, and income strategies to create confidence around retirement decisions. Their approach integrates Medicare optimization, long-term care planning, life insurance, and guaranteed income vehicles into a holistic financial strategy.
Ideal for: Pre-retirees and retirees overwhelmed by Medicare decisions, high-net-worth individuals seeking coordinated investment and insurance planning, couples concerned about longevity risk and running out of money
Service area: Brentwood, TN and surrounding Middle Tennessee communities
Independent Medicare Representation: They represent multiple top Medicare carriers and don't work for any single insurance company, allowing them to recommend plans based on client needs rather than commissions.
Integrated Strategy Approach: Coordinates investments, insurance, and estate planning as one cohesive strategy rather than treating each separately, ensuring all elements work together toward retirement goals.
Fiduciary Standard & Active Management: Advisors are fiduciaries and actively monitor client portfolios during market hours, aiming for above-average returns with below-average risk exposure.
Address: 500 Wilson Pike Cir #102, Brentwood, TN 37027
Phone: (615) 975-8677
Website: bothhandsfg.com
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