Alexis “Swad” Hart

Alexis “Swad” Hart My mission is to help people achieve financial security and peace of mind.

I provide tailored solutions for life insurance, investments, retirement planning, and tax-advantaged strategies helping clients make informed financial decisions.

08/10/2026
Another layer to my financial service practice… We offer FREE ESTIMATES….
12/01/2025

Another layer to my financial service practice…
We offer FREE ESTIMATES….

401 K…… How is yours performing???
11/10/2025

401 K…… How is yours performing???

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new F...
10/30/2025

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new Fed-backed study via Forbes takes a deeper look at whether budgeting apps are truly shifting consumer habits—or just creating more noise. Curious what the data shows? Take a look here:
https://bit.ly/4qxnixG

Let’s talk about what really works for you – tools, mindset, and goals. I’m here when you’re ready.

Textbooks, tuition, room and board… even late-night pizza runs. College costs add up fast. The right savings strategy ca...
09/18/2025

Textbooks, tuition, room and board… even late-night pizza runs. College costs add up fast. The right savings strategy can make it manageable. When it comes to paying for college, this article offers some great guidance and tips:
https://nyl.co/4nGgSu3

Let’s talk—I can help you find the approach that works specifically for your college savings goals.

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

Address

6815 Poplar Avenue
Germantown, TN
38138

Telephone

+19015015270

Website

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