Radian Partners

Memphis: 901.202.3909 Nashville: 615.261.4632

Ahead of the Curve

Services

Retirement advisors for self-employed & financial educations services to help you improve your retirement strategy and legacy. Adult financial education
6060 Poplar Avenue, Suite 150
Memphis
TN
38119
United States of America

Our goal is to stand beside you during all phases of your adult life. Not to lead you, but to be at your side when you need us - providing key information, wisdom, and guidance for savvy financial decisions.

We start working when retirement is decades away to determine and acquire long term goals. When retirement nears, we help determine what sort of retirement decisions support your goals. We also provide the insight you need when contemplating your legacy. And when the time comes for your estate to be settled, we will be there with your heirs, making sure they receive the most intelligent financial guidance, too.

Our Select Portfolio Services

Personal Client Education – We educate you on your current investments; how they work, what they do, the fees and risks involved.

Independent Advice – We serve as your fiduciary. As such, your financial health is our singular focus.

Understand First, Then Plan – Only after we understand your values and goals do we start designing your portfolio, from the bottom up.

Professional Consultation –  At your request, we consult with your CPA/accountant and attorney to make sure you are covered from all angles.

Reviews – We offer periodic reviews of your current financial success vs. your planned goals. However, if you ever experience a life event or have a question, we will meet any time.

Select Client Events – We host client parties and learning events around the city and state.  As a Radian client, you will receive a private invitation for your family and guests.