David T. Geske, CFP® / Financial Advisor in Franklin, Tennessee

Dedicated to providing the highest level of client service within the financial advisory space. With a foundational understanding of investment strategies and portfolio management, I possess a keen eye for detail and a commitment to fostering strong and robust financial plans, providing clients peace of mind about retirement income and growth.

After 23 years in practice, my approach aligns with the pillars of planning, wealth accumulation, retirement readiness, risk management, and estate planning. Based in Franklin, I am a student of the markets, always reading, attending conferences, and keeping a fresh perspective on the financial services landscape. Independent and objective, with no conflict of interest. Client goals are my guide, and are always #1.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Annuities & Life Insurance Asset Protection Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Corporate Bonds Disability Income & Long Term Care Insurance Estate Planning ETFs Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Mutual Funds Professional Wealth Management Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Stocks Wealth Management