Brian Click
CERTIFIED FINANCIAL PLANNER™ Practitioner
- Role
- Certified Financial Plannertm at Cornerstone Wealth Management Group
- Location
- Greeneville, TN, US
- LinkedIn followers
- 500 followers
Experience
Certified Financial Plannertm
Cornerstone Wealth Management Group
Nov 2015 — Present · Greeneville, TN, US
At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor an investment strategy that’s designed to address your individual situation. Having families ourselves, we understand the challenges families face today. From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in starting our client relationships by building a comprehensive wealth management plan.
Skills
- Retirement Plan Consulting
- Certified Financial Planner
- Mutual Funds
- 401k Rollovers
- Disability Insurance
- Personal Financial Planning
- Long Term Care Insurance
- Iras
- Fixed Annuities
- Leadership
- Employee Benefits
- Health Insurance
- College Savings Plans
- Life Insurance
- Investments
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