615.764.0016 / 348 Cool Springs Blvd, Suite B, Franklin, TN 37067

Our Story

There’s a reason that we use a chess piece — specifically, the knight — as our logo. In the game of chess, the knight moves in distinctly different ways from other pieces on the board. Strategic players rely on its unique strengths — and know to keep it close to the action. Financial planning is similar. Like chess, it requires anticipating several steps ahead, and when it comes to your money, you’ll want insight and wisdom from partners who have the flexibility to move in ways that are specifically right for you. You’ll want the guidance of financial experts who can balance your individual goals and dreams with changing economic circumstances and finding opportunities for growth.

Founded in 2008 by principals Donald Thomas and Kerry Morris, Certified Financial Planner™, Assurance Financial Partners (AFP) specializes in all facets of retirement planning for individuals and companies. We help individuals ensure that income is available when needed, for as long as needed. With 30 years of combined experience, we create comprehensive, individualized plans for our clients.

As an independent financial firm, we have a full complement of financial tools at our disposal and can create a strategy that protects and grows assets while minimizing tax burdens. People have vibrant, active lives and don’t plan to sit in an easy chair. That means that ensuring adequate income for the future is extremely important. We create plans that reduce risk while taking advantage of economic conditions.

We focus on building long-term relationships with clients, acting as true partners throughout the transition into the next stage of life and beyond. The ultimate goal is to provide peace of mind. In the last few years, the economy has provided plenty of worries, especially for those in their peak earning years. It also has brought a complexity to managing assets that requires a trusted financial partner. We want to make sure that our clients move into their financial future with the confidence that they’ll have income when they need it, while not outliving their money.

It’s your move. Consider making it with Assurance Financial Partners.

Core Values

Our Mission Statement

In everything we do, we believe in challenging conventional wisdom regarding traditional wealth accumulation and distribution strategies.

In everything we do, we believe in actively mitigating variables that can erode our client’s wealth.

In everything we do, we believe that we can consistently elevate our client’s current financial situation.