Financial Advisors
Chattanooga, TN
BD Planning Partners, led by financial planner Collin Daniell, provides comprehensive financial planning services to the Chattanooga area. They offer personalized financial plans covering budgeting, cash flow analysis, retirement planning, investment management, insurance (life, disability, long-term care), education planning, and estate planning strategies. Their team focuses on building lasting legacies through objective planning and accountability across all aspects of clients' financial lives.
Ideal for: Pre-retirees and retirees, families seeking comprehensive financial planning, business owners planning for succession, individuals with complex estates
Service area: Chattanooga, Tennessee and surrounding areas
Comprehensive Financial Planning: Addresses all aspects of financial life including budgeting, debt management, investing, insurance, education planning, and legacy strategies in a single personalized plan.
Licensed and Registered: Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, with insurance licenses across multiple states.
Legacy-Focused Approach: Emphasizes building lasting legacies for clients and families through trust, estate planning, and charitable giving strategies.
Address: 7213 Noah Reid Rd Suite 104, Chattanooga, TN 37421
Phone: (423) 994-4289
Website: bdplanningpartners.com
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