Financial Life Guides

Guides to help you with Life's Financial Choices

Have you ever wondered if you were making the right financial choices with your money? You're not alone.

It's important to make good choices when deciding what to do with your money. Whether you need help saving, investing, buying or selling a house, or you just want to get great insurance, Financial Life Guides are professionals ready to help you make good financial choices.

Find a Guide

Investing

Good Investing Guidance

from Advisors You Can Trust.

 

Are you are a new or seasoned investor? Don't make a simple investment mistake that can damage your financial future.

 

It's important to connect with a knowledgeable investment advisor. Working with an advisor helps prevent you from making common investment mistakes, and it gives you that critical second opinion to help your investments perform.

Real estate

Buying or Selling?

Work with a Great Agent.

 

Whether you are buying or selling real estate, working with a great real estate agent can make you thousands of dollars while a bad agent can cost you thousands.

 

Great agents care about you and work hard to get you the best deal. Finding the right real estate agent is important when making the biggest purchase of your life.

home loans

Great Rates Save You Money

on Your Mortgage.

 

Finding a house or property to buy is only part of the deal. You still need a mortgage. You found a great deal on your house, but did you get a good deal on your mortgage loan?

 

If you want to the best deal on your mortgage, you need to work with a mortgage broker who cares about you and knows what they are doing.

insurance

Save Money on Your Insurance. Get the Coverage You Need.

Insurance is one of the easiest ways to save money in your spending plan and find more money to help you build wealth.

Insurance is also one of the most misunderstand part of people's finances. Without the right coverage on your car, house, health or life, disaster can strike your family costing you hundreds of thousands of dollars.

Financial Life Guides

Nashville, TN

Investment Guide

Justin Radford, Edward Jones

If you want to build wealth, get ready for retirement, or just ask an investing question, Justin Radford can help you. Justin served in the Air Force as a Lieutenant Colonel. He knows how to serve and lead, and as an Edward Jones financial advisor, he knows investments.

justin.radford@edwardjones.com 615.764.9202

Real Estate Guide

Alan Worthy, Keller Williams

Alan cares about serving people by helping them make the best possible deal on their real estate. Whether buying or selling, Alan's is an agent who will work hard to get the best price for you with a simple and easy experience..

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alanworthy@kw.com

615.818.8771

Insurance Guide

Josh Minton, HQ Insurance

Josh specializes in helping people save money on insurance. Whether it's health, auto, home insurance or something else, Josh has saved his clients thousands of dollars a year on insurance and helped them get better coverage.

josh@hqinsurance.com

615.933.1979

Mortgage Guide

Don Merlo, Victorian Finance

Don is a 38 year mortgage loan professional. As the son of a fireman and stay home mom with 5 siblings, Don knows what it means to have a home to grow up in with family. With a heart and passion to help people and families experience the joy of home ownership, Don serves people in getting the right real estate loan for their situation and needs.

dmerlo@victorianfinance.com

304.545.4214

Gold and Silver Guide

Kyle Dunbar, Nashville Gold & Coin Buyers, a full service Nashville based coin and bullion dealer specializing in buying, selling and appraising coins and coin collections of all types and sizes. Kyle will help you understand gold, silver and other precious metals and their importance in your financial plans.

sales@nashvillegoldandcoin.com

615.535.2785

nashvillegoldandcoin.com

Life Success / Performance Guide

Stephanie Richardson helps people improve their personal performance and reach higher levels of success both at home and at work. Stephanie is a certified John Maxwell leadership coach and has been successful in establishing a passive income stream allowing her to live life on her terms.

Stephanie Richardson

615.977.0257

Brentwood, TN

Investment Guide
Karen Tidwell, CAP Partners

Karen is a seasoned investment advisor with CAP Partners, a Registered Investment Advisor Firm. She focuses on helping her clients understand their investments to make the best choices for their lifestyle and future plans.

kbtidwell@cap-partners.com

615.787.8295

Real Estate Guide

Angela Sutherland, Ten Oaks Real Estate

Angela is hard working and personable who serves her clients with the utmost integrity and professionalism. Having been in both the home buyer and seller shoes, her personal experience informs her wide knowledge of real estate and affords her clients peace of mind. View Testimonials

angela.sutherland@tenoaksre.com

615.374.7440

Chicago, IL

Investment Guide

Mark Williams, Lake Growth Financial

Mark shares his financial planning wisdom on building lower risk financial plans to build wealth. Many people handle their money without a plan. Mark teaches his clients sound financial planning and safer model investing to build wealth and how to stop living the paycheck to paycheck life.

markwillis@lakegrowth.com

1.800.962.9141

Interested in becoming a Financial Life Guide?

Are you a hard-working, classy financial services professional with a heart to serve, impact and transform the community where you live? Then you may be a fit for the Financial Life Guides program. We're looking for high quality professionals who care about the people they serve and want to help give people a better financial future.

 

Sadly, 78% of people are living paycheck to paycheck, and they need help getting their finances on track. We believe that by partnering together to educate people financially and serve them with kind, caring and qualified financial services providers, we can transform our communities. We know we can't do it all alone. We need you.

To learn more about the Financial Life Guide program, email info@themillionairechoice.com.