Cravens & Company Advisors is proud to announce Christopher Peterson of Peterson Wealth Advisory has joined our team as a Lead Advisor and Director of Retirement Planning. Chris is a Certified Financial Planner - and has been providing fiduciary, fee only advice to families, businesses, and non-profit organizations in Crossville, Tennessee and several other states since 2008. Prior to establishing Peterson Wealth Advisory, LLC, Chris was a financial advisor with Merrill Lynch in Melbourne, FL. Peterson received his Bachelors degree in Business Administration, from Central Washington University, specializing in Finance. In 2011, he earned the Certified Financial Planner designation, the recognized standard of excellence for competent and ethical personal financial planning. Chris grew up on a farm in Ellensburg Washington. His personal involvement and experiences in multiple family owned businesses contributed early on to his work ethic and financial management. At a young age, Chris began exploring different ways to enhance his earnings. While still in middle school, he learned how to read the stock tables and to research investments. Using summer job money , he bought his first stock in his early teens. After working in the family business, Chris decided to pursue what he truly enjoyed - help ing people make confident and wise financial decisions. Since 2013 , Chris and his wife April have lived in Crossville along with their three lovely daughters. He is active in his church , a Crossville Rotary board member, and a Tennessee Master Gardener. In his new role, Peterson will combine his own experience and talent with the expertise and resources of our Cravens & Co. team to provide clients with proactive strategies for their future. Since 1996, Cravens & Co. has been serving the specialized needs of family businesses and their owners, professionals, and retirees. We provide wealth management, investment advisory , financial planning, and family office services. Advisory services offered through Cravens & Company Advisors, LLC, a registered investment adviser. Securities and additional advisory services offered through FSC Securities Corporation , member FINRA/SIPC. Securities are not obligations of nor guaranteed by Progressive Savings Bank, are not FDIC insured, and involve risk including loss of principle. Listed entities are not affiliated with FSC Securities Corporation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER" (with plaque and CFF® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements
Tennessee took the #1 spot on CNBC's list of Top Ten Best States for Retirement. Of course, that doesn't surprise any of us here in the Volunteer State. With the best access to medical care in the country, the second lowest cost of living in the country, the third lowest tax burden, and wonderfully mild weather, Tennessee really is a great choice for retirement.
For more information on which states' tax law favor retirees, check out the National Conference of State Legislature's April Update on state income taxes on pensions and retirement income.
Also, check out this article from Marketwatch, "Retire Here, Not There: Tennessee."
And this one from Business Insider, "5 Reasons Retirees Should Be Flocking to Tennessee."
In order to deliver a high level of professionalism and quality content, we partnered with specialists in various areas of planning, as well as the Cannon Financial Institute, to conduct the events. Our first event will feature Mr. Matthew Howard of the law firm Moore, Ingram, Johnson and Steele, along with Mr. Michael Corbett, Director of the Captive Insurance Section of the Tennessee Department of Commerce and Insurance, discussing the structure and benefits of captive insurance companies. We hope to see you at all of the upcoming CE Events in 2015.
Please RSVP if you plan to attend the Captive Insurance Forum by clicking HERE for online registration
or you may contact Matt Curtis at 931-528-6865 or mcurtis@cravensco.com.
Read more about Commander Wilmore at NASA.gov.
As part of our effort to elevate our knowledge, as well as that of other professionals with whom we work, Cravens & Company will be hosting a series of workshops/teleconferences throughout 2015. Each of the installments will provide information on a different subject that we feel may be helpful to the professional community. They will also afford attending attorneys and certified public accountants continuing education credits. More information will be coming, and a schedule of events is posted to the right.
We hope to see you at all of the upcoming CE Events in 2015.
Review your balance sheet, retirement and cash flow projections, tax forecasts, and access your personal vault. The Wealth Management Center has an all-in-one Client Organizer that allows you to view and organize all of your accounts, your holdings, your contacts, and even your insurance policies. Please view this short video for more information about this exciting tool:
Our Portfolio Reporting Center allows you to view your portfolio on your terms from wherever you are. You can view account balances, periodic performance, transactions, reports, and much more all on one screen. Our system allows you to view all of this information seamlessly on any computer, Apple, Android, or other Smart Device.
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Advisory Services offered through Cravens & Company Advisors, LLC, a SEC Registered Investment Advisor. Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA and SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Cravens & Company Advisors, LLC
1080 Interstate Drive | Phone: 931-528-6865 |
Cookeville, TN 38501 | Fax: 931-646-3619 |
info@cravensco.com | |
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