JB Financial

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

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

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.