William Bevins, CFP CTFA

William Bevins, CFP CTFA Wealth Management, Tax Efficient Investing, Financial Planning I've spent my career within Finance.

As my career enters its 30th year, my experience has involved Investing, Risk Management, Planning, and Advice. If I’ve learned anything during this time, it’s that real wealth can be achieved with moderate risk-taking over the course of an individual’s lifetime. Setting reasonable goals and working diligently to achieve them year in, year out is the key to success. Serving Individuals, Family Off

ices, Small and Medium Sized Business is my primary focus. I currently hold the Certified Financial Planner® and Certified Trust and Financial Advisor designations.

Social Security will play a large role for many in retirement. Here is my guide to understating this government program....
10/07/2024

Social Security will play a large role for many in retirement. Here is my guide to understating this government program.


How millennials invest for retirement plays an important role with meeting retirement objectives. Millennial investing and planning.

Most individuals that I meet, generally, have the same questions. When? How? Why? are all part of the experience.
09/30/2024

Most individuals that I meet, generally, have the same questions. When? How? Why? are all part of the experience.

Understanding when to seek a financial advisor is critical to ensure financial health.

New Year, New Contribution limits for retirement plans. Full details in today's article.
12/29/2023

New Year, New Contribution limits for retirement plans. Full details in today's article.

401k contribution limit for 2024. 401k limits change each year and are an important piece of retirement planning.

How millennials should invest for retirement.
12/14/2023

How millennials should invest for retirement.

How millennials invest for retirement plays an important role with meeting retirement objectives. Millennial investing and planning.

Create wealth with compound interest.
12/10/2023

Create wealth with compound interest.

Learn how to earn compound interest. The best way to grow capital is through compounding with long term investing.

Receiving a retirement plan distribution? Understanding the 1099-R will help.
12/07/2023

Receiving a retirement plan distribution? Understanding the 1099-R will help.

Learn about the 1099-R, a commonly used tax form used each year. A 1099-R is used by retirees collecting retirement distrubutions.

Debt consolidation plays a big role in financial planning.
12/05/2023

Debt consolidation plays a big role in financial planning.

When to consolidate debt can play an important role within financial planning. Learn the pros and cons of this cash management strategy.

Interest rates have been a hot topic in 2023. How they work and affect your retirement goals explained here.
11/21/2023

Interest rates have been a hot topic in 2023. How they work and affect your retirement goals explained here.


A deep dive into interest rates and how they work. Franklin TN fiduciary advisor discusses how interest rates affect everyday life.

Two different plans to achieve retirement goals.
11/19/2023

Two different plans to achieve retirement goals.


Learn how a 401(k) and IRA differ. FIduciary adivsor WIlliam Bevins CFP CTFA outlines the primary differences in a 401(k) and IRA accounts.

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436 Main Street
Franklin, TN
37064

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+16154697348

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