Purposeful planning
Strategies tailored to clients' needs and goals.
P1 Financial Planning and Wealth Strategies
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About P1 Financial Planning and Wealth Strategies
A financial planning and wealth advisory firm. P1 Financial Planning and Wealth Strategies serves families, business owners, and professionals with strategies tailored to their needs and goals. Its planning addresses values and priorities, cash flow, debt, emergency preparation, insurance, risk management, and estate planning. The firm also works with clients on investing, retirement planning, income strategies, generosity, family planning, and transferring wisdom. Its Tower Method organizes these areas into five levels, from defining a financial blueprint to planning for legacy. P1 describes its role as helping clients make intentional decisions about their resources and guiding them through major life transitions. The office is in Germantown, Tennessee.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of P1 Financial Planning and Wealth Strategies and not provided by the business.
Services & specialities
Highlights
Five-level method
Planning spans cash flow, protection, investing, and legacy.
Life transitions
Guidance for families, business owners, and professionals.
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