Rick Carlson, CFA®, MBA, MSMichael F. Whitney, MBA, CRPC®
Dedicated to serving individuals, families and small businesses understand saving and planning options and action steps to take.
I am joining my practice with my friend and colleague Rick Carlson, CFA at Wise Family Wealth, LLC.
I am especially pleased to join Rick and to become a member of the Commonwealth Financial Network.
Wise Family Wealth, LLC, is an independent financial firm located in the Cool Springs area of Franklin, Tennessee. Rick Carlson, founder, has been helping people establish and maintain their long-term financial goals since 2002.
Today’s economic environment presents many challenges. Along with these challenges come opportunities and potential rewards for those who take action based upon learning what options are best for their individual situation.
I want to learn more about your personal situation, help you identify your dreams, goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my practice as a financial advisor.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or ideas.
Visit Rick's Website
Michael F. Whitney, MBA Chartered Retirement Planning Counselor℠
Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.