Bolen Dodson & Associates
![Bolen Dodson & Associates in Brentwood, TN](/Content/img/no-company-image.png)
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Business description
Integrated Wealth Planning and Asset Management Services. Our web address perhaps says it best www.LifeWealthCoach.com It's who we are and what we
"Our vision is that people live inspired lives, free from worry about their money matters." Bolen | Dodson & Associates, headquartered in Brentwood, TN., provides Integrated Wealth Planning and Asset Management services. Offering holistic advisory, financial planning and individualized portfolio management services on an "open architecture", fee only, fiduciary basis. "We help you merge success with significance." As your trusted Life Wealth Coach, we work with you and with all the players from various sources in your life, including insurances agents, lawyers, tax preparers, etc.. Your Life Wealth Coach looks at the pieces in an integrated fashion, across financial disciplines, optimizing the combined result from the client's perspective.
General information
- Business Services Financial Investment Advice Financial Planning Consultants
Estimated number of employees: | 5 to 9 | |
City / suburb: | Brentwood, TN | |
County: | Williamson |
financial planning services, Assett Management, Life Wealth Coach, estate planning, portfolio management
An open architecture, Fee Only, Fiduciary Basis, We have no proprietary products., Enables us to use best class Investments.
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