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Blog

Jeannette Williams | Jul 14, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before
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Jeannette Williams | Jul 14, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing
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Jeannette Williams | Jul 14, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey
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About Us

We are committed to providing personalized financial guidance and strategic planning that fits your goals. Simply put, we aim to be your most valued financial partner.

Office Address

130 Hillcrest Drive, Ste 104 Clarksville,
TN 37043

Contact Info

270-484-8100 
jeannette.williams@lpl.com

    

Get In Touch

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. United Southern Bank and Southern Wealth Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Southern Wealth Investments and may also be employees of United Southern Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Southern Bank or Southern Wealth Investments. Securities and insurance offered through LPL or its affiliates are: 

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Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

 

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