6 Cadillac Dr
Suite 330
Brentwood, TN  37027
Phone: 615-760-5142
Fax: 615-760-5642
 
 

 About Wealthpoint

Taxes are a part of your everyday life..... At Wealthpoint, we strive to find ways to lower your tax liability and keep you up to date on the latest tax changes. Our approach is to assist you in tax planning strategies, tax preparation services and reduce your overall stress during tax time.

Our tax planning and preparation services include:

• Tax Planning
• Individual and
  Corporate Tax Returns
• Small Business Accounting
• Income, Gift and Estate Tax Returns

 
Request a consultation to meet with a Wealthpoint advisor and discuss your tax planning and tax preparation needs.

Securities offered through Securities Service Network, member FINRA & SIPC. Advisory services offered through SSN Advisory, Inc., a registered investment advisor. If a recommendation is included in the above email, please contact me for additional investment information supporting the recommendation.

PRIVACY DISCLOSURE:
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.

© 2012 Wealthpoint Financial Group, LLC. All Rights Reserved.

Investment advisory services are available only to residents of:
IAL - ADVISORY - SSNAI, AL - SECURITIES, AZ - INSURANCE, AZ - SECURITIES, AZ - VARIABLE ANNUITIES, CA - SECURITIES, CT - SECURITIES, FL - SECURITIES, GA - ADVISORY - SSNAI,, GA - SECURITIES, IL - ADVISORY - SSNAI, IL - SECURITIES, IN - SECURITIES, KY - ADVISORY - SSNAI, KY - INSURANCE KY - SECURITIES, KY - VARIABLE ANNUITIES LA - ADVISORY - SSNAI, LA - SECURITIES, MD - ADVISORY - SSNAI, MD - SECURITIES, MO - SECURITIES, MS - ADVISORY - SSNAI, MS - INSURANCE MS - SECURITIES, MS - VARIABLE ANNUITIES NH - ADVISORY - SSNAI, NH - SECURITIES, NY - SECURITIES, OH - ADVISORY - SSNAI, OH - SECURITIES, PA - SECURITIES, TN - ADVISORY - SSNAI, TN - SECURITIES, TX - ADVISORY - SSNAI, TX - SECURITIES, VA - ADVISORY - SSNAI, VA - SECURITIES, WI - ADVISORY - SSNAI, WI - SECURITIES.

We are licensed to sell insurance products in the following states of: Alabama (AL), Kentucky (KY), Mississippi (MS) and Tennessee (TN).