Assurance Financial Partners LLC, TN

Assurance Financial Partners LLC, TN We are a full-service financial planning firm based in Franklin, TN, helping you maximize your wealth so you can live your dreams.

Investment advisory services provided by Horter Investment Management, LLC. Kerry Morris founded Assurance Financial Partners 14 years ago to bring you a different kind of advisor model. Their team brings together decades of experience from different financial disciplines to help you potentially MITIGATE TAXES, MAXIMIZE CASH FLOW & LIMIT YOUR RISK, so you can live your dreams. Kerry has served on

the Better Business Bureau's Williamson County Advisory Board. Kerry served for several years on the board of the Middle TN Financial Planning Association. His work for the last 14 years has included pro-bono consulting to families of aging wartime veterans regarding benefits that help pay for home health, assisted living, or nursing home. They also support several local charities.

Do you know?->How to strategically time your Social Security and why your spouse will be most interested in when you sta...
02/07/2018

Do you know?
->How to strategically time your Social Security and why your spouse will be most interested in when you start
->What your income would be if you retired tomorrow
->The 3 must know facts about Medicare and how to pay for what it doesn’t cover

If not, spend 2 Nights w/ us & get your Blueprint for Retirement.
Feb 20 & 22 or March 6 & 8 - reserve your seat now!

http://assurancefp.com/blueprint-workshop/

11/22/2017

Do you have the right tools for retirement? You wouldn't use a paintbrush for a hammer or a baseball bat for a game of tennis. Then why go into retirement without a plan to have enough 💲💲💲? Download our FREE 1 Page Calculator & discover if you'll have enough money for retirement: http://assurancefp.com/1-page-calculator/

What a lovely networking event we shared with our hosts, Venus Luxury Spa in Green Hills.  You can keep up with our Link...
04/12/2017

What a lovely networking event we shared with our hosts, Venus Luxury Spa in Green Hills. You can keep up with our Linking Middle Tennessee Professionals group on LinkedIn too. We are here to help you make the virtual real and build your businesses with wonderful people.

Delivering encouraging books for new moms at Williamson Cty. Medical with the Better Business Bureau.  You didn't know t...
04/08/2017

Delivering encouraging books for new moms at Williamson Cty. Medical with the Better Business Bureau. You didn't know the BBB did things like that did ya?

Did you know that Assurance Financial Partners hosts regular networking events for our community of Middle Tennessee Pro...
04/04/2017

Did you know that Assurance Financial Partners hosts regular networking events for our community of Middle Tennessee Professionals? Our March Mixer is this Thursday at Venus Luxury Spas and if you hurry there still might be a spot for you!
We have amazing prizes available. Learn more here:

Linking Middle TN Professionals, This month our Free Networking Mixer will be held on Thursday, April 6th from 4PM-6PM at Venus Luxury Spas. Everyone in attendance will receive 10% OFF any Venus Luxury Services if the service is booked in the month of April. If present, you will also have the oppor...

If you're a "buy & hold" investor, please read this Forbes article. This is why at AFP we offer a free portfolio analysi...
03/30/2017

If you're a "buy & hold" investor, please read this Forbes article. This is why at AFP we offer a free portfolio analysis to show you your real risk. Most do not realize the risk until it's too late.

Few investors understand the total cost of a fund, including tax, transaction and advice fees.

12/03/2016
Kerry and I are teaching a class the first three Thursdays in November that will help you and/or your friends understand...
10/19/2016

Kerry and I are teaching a class the first three Thursdays in November that will help you and/or your friends understand the most critical facts regarding preparing for retirement. The timing is PERFECT as we have a historic election right in the middle of the course and will be discussing how a person can insulate themselves from damages regardless of who wins the election.

Please help us get the word out about this and forward this to anyone you know that may be interested.

The details are below. You can click below to register or go straight to www.AFP-University.com

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

Address

3401 Mallory Lane Ste. 100
Franklin, TN
37067

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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