Old House Investments LLC

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

SpecialtiesPersistent Capital is a fully licensed insurance agency. We offer a wide range of solutions and innovative concepts. We often use the tax benefits of insurance to help our clients develop a strategic estate plan. We also offer benefit packages for businesses.

William Bevins, CFP CTFA, is a fiduciary financial advisor based in Franklin, TN, dedicated to helping clients achieve their financial goals through personalized wealth management and financial planning services. With a commitment to transparency and a fee-only structure, Bevins ensures that recommendations are tailored to individual objectives rather than commissions. Specializing in custom portfolios, retirement planning, and employer retirement plans, Bevins works closely with clients to understand their unique circumstances and aspirations. His approach emphasizes relationship-driven service, leveraging a team of experienced professionals to provide comprehensive asset management and financial strategies that safeguard clients' futures. Generated from the website