Planned Ahead
Financial Services - , ,
Planned Ahead Employees
Planned Ahead Details
Planned Ahead is a Registered Investment Advisor in the State of Tennessee.Retirement ExpertPreparing for retirement is more than just investing your money. You have a host of complicated issues that must be addressed. Social Security, healthcare, long lifespan, inflation, taxes and lifestyle planning are just a few of the issues we all face. At Planned Ahead, we believe that setting goals and working toward them is the only realistic way to meet these challenges. We offer a step by step strategy to keep you on track while remaining flexible to your individual lifestyle needs.EducationOur clients receive in-depth education on all of our recommendations. We try to avoid industry jargon and explain our concepts in terms you can understand. If you don't understand part of the plan, then we will not proceed until you do. Financial education empowers you to act with confidence in both good and bad economic times.Your AdvocateAt Planned Ahead, we start with a plan and not a product. No recommendations are made without a clear idea of where you are and where you want to go. Often the first course of action means paying off debt or making a lifestyle change rather than dealing with investments or insurance. When it comes to investments, we stay away from complicated products that might sound good but come with high fees and gotchas. Strategies that Make SenseMany marketers approach retirement planning from the dream perspective. They ask you to conjure up ideas of mansions, sports cars and beach houses at the beginning of the retirement planning process. We believe the overly optimistic ideas of dream planning separate you from the realities we all face in the future. Instead we focus on SMART goal planning. We believe goals must be Specific, Measurable, Attainable, Realistic and Time Oriented. SMART goal planning helps you prepare for the future and makes sure those goals can be accomplished.
Planned Ahead Technologies
Online Testing Platforms
Optimizely
Frameworks and Programming Languages
Ruby On Rails
Tag Management
Google Tag Manager
Hosting
Amazon AWS
Analytics and Tracking
Google Analytics
Other
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