Wake Warthen II Financial Services Representative

Wake Warthen II Financial Services Representative I offer a broad portfolio of individual insurance protection & asset accumulation strategies

I provide a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for families, businesses, and institutions. To learn more about my licensing, please click the learn more button.

For many, finances are a source of emotional stress. But managing finances and managing emotions often follow the same p...
06/28/2023

For many, finances are a source of emotional stress. But managing finances and managing emotions often follow the same path to success. I can help with your financial path.

Make sure your Disability Income Insurance (DI) coverage is as portable as you are. I.T. consultants who have group long...
06/27/2023

Make sure your Disability Income Insurance (DI) coverage is as portable as you are. I.T. consultants who have group long-term disability (GLTD) through their employer may not realize that their coverage has limitations and can’t move with them. Contact me today to begin creating a portable protection plan by adding supplemental DI coverage. https://bit.ly/3Xpl9Gd.

The main reasons business owners say they’ll never leave their business? Missing their role as owner (62%) and having co...
06/26/2023

The main reasons business owners say they’ll never leave their business? Missing their role as owner (62%) and having concerns about future financial security (60%). If you’re concerned about the latter, let’s connect. I can help you plan for a more secure future.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

According to MassMutual, one third of younger Americans don’t contribute to a retirement plan every month. Yet these sam...
05/31/2023

According to MassMutual, one third of younger Americans don’t contribute to a retirement plan every month. Yet these same Americans say they plan to be self-reliant in retirement through their 401(k).
(MassMutual Consumer Spending & Saving Index, March 2023)

05/25/2023

Your income is one of your most valuable assets. Disability income insurance helps protect it, because relying on your savings may not be a viable option. Talk to me to learn more.

No financial journey looks quite the same. Ask me how I can help you discover the tools and resources to identify your n...
05/23/2023

No financial journey looks quite the same. Ask me how I can help you discover the tools and resources to identify your next step.

So much depends on your income. Consider what you’ll earn throughout your career — and help protect it. Learn more wit...
05/22/2023

So much depends on your income. Consider what you’ll earn throughout your career — and help protect it. Learn more with our interactive guide and call me today. https://bit.ly/3q1x0h0.

With summer right around the corner, it’s time to consider ‘opportunity costs.’ Every dollar you spend today means less ...
05/18/2023

With summer right around the corner, it’s time to consider ‘opportunity costs.’ Every dollar you spend today means less to spend tomorrow. I can help you save for what’s most important this summer.

What comes next? This Financial Literacy Month, I can help you can make your next financial decision with confidence. Re...
05/16/2023

What comes next? This Financial Literacy Month, I can help you can make your next financial decision with confidence. Reach out to learn more.

Address

3401 Mallory Lane, Suite 220
Franklin, TN
37067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm

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