Financial Planning

When you trust CPA Consulting Group with your financial planning needs, you'll work with skilled CPAs who hold the coveted CERTIFIED FINANCIAL PLANNER™ credential. Our comprehensive, fee-based financial planning services meet the high standards maintained by the best public accounting firms, and best of all, you get unbiased advice without pressure to buy investments to help a financial planner satisfy a sales quota.

Using the six-step financial planning process developed by the Certified Financial Planner Board of Standards, our financial planners take a comprehensive approach to your planning. This includes evaluating your investments, wills, contracts, insurance policies and other documents in order to develop recommendations. Once you select your plan of action, we serve as a coach who guides the efforts of a team of money managers, attorneys, estate planners, and other professionals involved in the implementation of your plan.

Protect your family's financial future. 

Contact Us

Our Nashville office serves the communities of Davidson County
and the surrounding counties of the Greater Nashville area.

109 Kenner Avenue, Suite 100. Nashville, TN 37205

Our Lebanon office serves Lebanon, Mt. Juliet
and the Wilson County communities.

104 West Main Street Lebanon, TN 37087