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