I listen and learn and then I lead and teach. I listen to you to learn your needs, your desires and your goals. I lead you through a process of discovery to create a strategy that will get you where you want to go. I teach concepts and product as we go. I do not want you to own anything you do not understand.
To some, success is a balance between time and money. You can have all the time in the world and no money to do anything or you can have all the money in the world and no time to do anything. I help you identify imbalances in time and money and help you develop the balance that is right for you. I work with clients who value my opinion, are interested in learning, and take my advice. I genuinely like my clients.
I work with clients from the cradle to beyond the grave. I help clients with education funding, planning for the unexpected and planning for the expected. I take a holistic approach to planning for your financial needs. I do the same with my small business clients. While their needs are a little different, basically everyone has the same financial needs. We begin with the end in mind and together, choose the path which fits your needs.
I have lived in Murfreesboro off and on since 1982. My wife, SuAnna, is from Murfreesboro. We have five grandsons and cherish the time we can spend with them. I do what I do to be able to do what I would like. They are my why!
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
- Retirement Income Strategies
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- History and Museums
Phone NumberW Barclay Lezon Sr at (615) 895-0276
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