Bryan Pendleton Swats & McAllister LLC

Although our firm's formal founding was in August 2022, our legacy has been built by our founder, Meredith Flautt, and over 40 years of his experience. Our team is the means by which we will continue the work Meredith began and grow it into the future. Jonathan Farrell joined Meredith in his pursuit of growth for his clients and serves as a key leadership figure, along with his title as Director of Retirement Plan Services. Our team is guided by the principles of teamwork and collaboration to ensure that our clients' needs are met. This is embodied by our team’s makeup, where different members of our team have areas of expertise that complement each other.

Armed Services Mutual Benefit (ASMBA) is a trusted financial services provider based in Goodlettsville, TN, offering a range of products and services tailored to meet the needs of military personnel and their families. With a commitment to prompt and courteous customer service, ASMBA strives to address any concerns or inquiries promptly, ensuring that clients receive the support they need. Their dedication to serving the military community is evident in their comprehensive offerings and their willingness to listen to feedback and suggestions from their valued customers.Generated from the website

Located in Brentwood, Tenn., Acuff & Associates is an actuarial and employee benefits consulting firm. Its services include plan design and documentation, mergers and acquisitions consultancy, enrollment meetings, personalized enrollment statements, plan installation and termination, employee communication programs, personalized benefit statements and Internal Revenue Service preparation. The firm offers defined contribution services, health and welfare benefit services and legal research and documentation, non-qualified deferred compensation, communications consulting and online employee retirement income security bonding services. It also offers various employee benefit plans, including pension, employee stock ownership plans, profit sharing, supplemental retirement, medical reimbursement, life insurance, managed care and disability plans.