Financial Planning For All Ages and Stages of Life

At Dogwood Financial Planning, our goal is your financial growth and well-being.  Based in Memphis, Tennessee, we provide hourly, as-needed financial planning and advice to maximize your financial potential. Unlike many financial advisory firms, we have no requirements for a minimum account size or minimum net worth.  

 

Our typical clients are middle-class Americans – just regular folks. We can offer you professional help in meeting a lifetime of financial goals, or just answering a question or two.  We are fee-only, so we don’t sell any financial products—our fees come only from our clients.  This means we work for our clients, not for commissions.

 

Retirement Planning

Getting close to retirement age, or just looking to plan ahead for your future? We offer a wide range of services, including IRA and 401(k) advice, personalized investment recommendations, and Social Security analysis.

We don't hold on to your money or manage it for you: we're just here to help you take control of your own financial future.

WE OFFER

Hourly Advice, No Ongoing Fees

Dogwood Financial Planning is exclusively a fee-only financial planning firm: we do not sell any financial products, we simply provide professional advice to help you manage your own money and make your own decisions.

 

We collect no fees or commissions from any third parties. When you work with us, you can be confident we are working only for you.

Free Initial 

Meetings

Call or email for a complimentary, no-obligation Get-Acquainted meeting.

 

This gives you the opportunity to see if Dogwood Financial Planning has the answers you are looking for.

 

During this initial consultation, you can lay out any questions you may want to investigate, decide which services you require, and receive your personalized, no-obligation fee-estimate.

What are your most pressing financial questions?

  • Where should I be investing?

  • When can I afford to retire?

  • Can I afford to stay home with the kids?

  • What are my options for funding my children’s college education?

  • How much can I safely withdraw from my retirement savings each year?

  • Will my family be provided for in the event of my disability or death?

Dogwood Financial Planning can help with these and many other financial issues.  To learn how we can assist you, click here to ask about your free, no-obligation Get-Acquainted meeting or call (901) 969-4500.

 

© 2019 Dogwood Financial Planning

(901) 969-4500

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