Cravens & Company

Add to Favorites

Banks, Financial Planning Consultants, Financial Services

Be the first to review!

CLOSED NOW

Today: Closed

Tomorrow: Closed

28 Years

in Business

(931) 528-6865Call Visit WebsiteVisit Website Map & DirectionsDirections1080 Interstate DrCookeville, TN 38501 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Cookeville with Banks

Bloomington Springs (12 miles)
Baxter (13 miles)

More Info

Email

Extra Phones

Phone: (931) 459-2406

TollFree: (877) 382-4357

Payment method

visa, discover, mastercard

Other Links

http://www.cravensco.com

http://cravensco.com/contact-us

Categories

Banks, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments, Stock & Bond Brokers

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (931) 528-6865

Address: 1080 Interstate Dr, Cookeville, TN 38501

Website: http://www.cravensco.com

People Also Viewed

View similar Banks

Suggest an Edit

Cravens & Company

Tax Planning
7 End-of-Year Tax Planning Tips for 2022 With the end of the year fast approaching, Tax Season may be the last thing on your mind. Yet in many ways, the final months of 2022 may be your last chance to reduce this yearâ€™s tax liability. To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider the following end-of-yea...
Estate Taxes
Roth IRA
Consider a scenario where your 529 plan beneficiary doesn't require the full extent of the saved funds for educational expenses. What if they receive a scholarship, opt for a less expensive school, or choose a different path altogether? Recent legislative changes offer an exciting solution. Starting in 2024, you have the option to convert up to a lifetime limit of $35,000 per beneficiary from a 529 plan into a Roth IRA owned by the 529 beneficiary, provided that the 529 account has been open for at least 15 years. This rollover is subject to annual Roth IRA contribution limits, less any other IRA contributions made by the beneficiary. The beneficiary must also have earned income in the amount of the available Roth IRA rollover.

Bonds
Wealth Management
Our services can be broadly organized into Wealth Management and Family Office Services. While some clients currently only have need of our Wealth Management services, they also benefit from our depth of resources and our focus on providing comprehensive solutions. We provide a framework to approach financial needs in aggregate rather than in isolation. As a multi-family office, we provide a great depth of services, which allows our clients to stay on top of their entire financial situation, no matter how great the complexity.

Financial Planning
Introduction As families celebrate the academic achievements of their graduates, the transition from college tuition bills to financial planning for the future becomes a focal point. Amid the sea of advice, one powerful idea s...
Retirement Planning
Retirement planning and estate planning are important for your future, but what about your present? Itâ€™s difficult to enjoy life in the years leading up to retirement if you are anxious about your retirement income and lifestyle prospects.
Annuities
Â€¢ Annuities - Like cash value life insurance, annuities, when structured properly, may offer tax benefits, asset protection qualities, and principal protection in ways that other asset classes cannot match. These advantages are especially applicable for those in or close to retirement and those concerned about outliving their capital or just â€œliving off the interest.â€ Our team has educated many clients on this asset class and helped them understand how it might play a role in their overall wealth plan.
Long Term Care
Â€¢ Long Term Care - The statistics on how many Americans will need an extended stay in a nursing home or require in-home care are sobering, and government programs require that we spend down nearly all personal assets to qualify for assistance. The long-term care issue thus becomes a fundamental piece of many familiesâ€™ financial planning. With team members who specialize in the issues faced by retirees and affiliations with elder-care attorneys and long-term care insurance specialists, we are uniquely positioned to help you address this growing concern.
Asset Management
Cravens & Company Advisors, LLC, is located in Cookeville, Tenn., and has clients throughout the country. It is a wholly owned operating subsidiary of Progressive Savings Bank. Cravens & Company is registered as a Registered Independent Advisor with the U.S. Securities & Exchange Commission. We provide integrated wealth management services including financial planning and asset management.
College Funding
Asset Protection
Â€¢ Life Insurance as an Asset Class - Fewer people understand that permanent (cash value) life insurance can serve as an alternative asset class with unique wealth accumulation attributes. Structured properly, it may offer tax benefits, asset protection qualities, and principal protection in ways that other asset classes cannot match. Our team has educated hundreds of clients on this asset class and helped them understand how it might play a role in their overall wealth plan.

View All Services

Provided by