As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey. By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy. We organize all of your personal and family financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available anytime, day or night.
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations.
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.
Wealth Management
At Clearview Financial Group we work as your personal financial advisor offering you a wide range of services such as financial planning, retirement planning, wealth management and charitable giving. We serve clients from Hendersonville TN and Nashville TN as well as the surrounding communities. We are Clearview Financial Group - guiding our clients to financial security.
Kevin MacWilliams, founder of Clearview Financial Group in Hendersonville, Tenn., offers comprehensive financial planning with a specific focus on those in or near retirement, families of divorce, and high income professionals. His services are uniquely positioned to help clients analyze their financial situation and map out their financial and personal goals. “As a financial planner, I’ve seen how important it is for clients to understand their own financial DNA,” he says. “I believe that each and every client has a unique financial blueprint that guides them in their financial decisions. Our job is to discover what makes them tick financially and then design a plan that is congruent to their financial DNA.” Offering objective, unbiased and individualized financial analysis, the independent financial professionals at Clearview Financial Group provide high quality products and services. To follow progress, Clearview creates a personalized website to track each client’s investments, net worth, financial plan, and anything else they wish to have stored, tracked and monitored. A graduate of the University of Tennessee at Chattanooga, Kevin majored in business finance. After graduating in 2000, he was hired by First Investor’s Corporation in Nashville, TN. Kevin’s responsibilities included providing financial advice to clients, serving as a team leader for new advisors and recruiting new advisors. In 2003, Kevin founded Clearview Financial Group so that he could help his clients pursue their personal and financial goals. He holds the FINRA Series 6, 7, 26 and 66 Licenses and provides comprehensive financial planning services, including investment management, retirement planning, estate planning and insurance services. Kevin lives in Hendersonville with his wife, Sada, and his daughters, Presley, Sidney, Lucy, and Ellie. He grew up in White House, TN and was entrepreneurial from a young age. Kevin also greatly enjoys attending Nashville Predators hockey games, landscaping in the yard and watching his daughters play softball, soccer, golf, and dance. He even spends a little time with the family dog, Hub.
Retirement Planning
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.