Investment & Retirement Advisors

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.

Investment Strategies, Inc. is a client-centered boutique investment real estate firm based in Hendersonville, TN, offering a range of services to help property owners and investors achieve their financial and personal goals. With a focus on generating income and building net worth, their professional assistance spans from property brokerage and management to alternative asset investing and self-directed IRA accounts. With a comprehensive approach to commercial and investment property ownership, Investment Strategies, Inc. provides support for buying, selling, leasing, 1031 tax-deferred and equity exchanges, private money and note transactions, as well as property asset management and due diligence assistance. Their expertise and general consulting services cater to the needs of property owners and investors, ensuring a personalized and effective approach to real estate investment.Generated from the website

Estate Planning Enterprises is a financial services company located in Hendersonville, TN. Specializing in estate planning, they offer services aimed at making money last a lifetime. Their expertise extends to protected growth, wealth transfer, and Social Security analysis. With a focus on helping clients secure their financial futures, Estate Planning Enterprises is powered by Payroc to provide comprehensive solutions. Their commitment to excellence is reflected in the testimonials from satisfied clients who have benefited from their services. Generated from the website content