Planning Today For Tomorrow

 

Successful retirement planning requres discipline and a long-term strategy. The goal of your financial stratigist should be to provide the strategy and education to empower you to fulfill your retirement objectives and goals.

 

Protecting Your Legacy

 

Creating a lasting legacy requires a desire to leave more than a remembrance. With strategic planning, utilizing modern practices  and a knowlegable financial stratigist that understands your desires, your goals for a lasting legacy will be attained.  

“Enabling our clients to make their financial decisions with knowledge

and educated investment expertise."

ACHIEVING GROWTH

ABOUT US

A graduate of the University of San Francisco and the Wharton School of Business (Securities Institute), Mr. Stauffer brings over thirty-five years of personal wealth management experience to Private Client Services.  Richard has specialized  in corporate acquisitions, asset management and provided investment, finance and real estate planning services in private practice and bank environments.  Prior ot his entry into the financial services industries he served as a District Zone Manager for Ford Motor Company.  While there he actively managed operations, sales and inventory support programs for Tennessee and Kentucky...

CONTACT US

Private Client Sevices, LLC
Wealth Managment

Richard E. Stauffer

1605 Diamond Drive

Franklin, Tennessee 37064

Tel: (615) 208-3131

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