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Simple Options Tennessee
Simple Options Tennessee
Your Financial Lifeline

Our services

Comprehensive financial solutions

From securing your family’s future to protecting your wealth and planning for retirement, our team of experienced professionals offers a wide range of services designed to provide clear guidance and effective strategies tailored to your unique needs.


Corporate Consulting

Customized financial education programs for employees and leadership

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Family Planning 

Customized plans to protect, grow, and pass down wealth for generations

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Non-Variable Retirement

Secure retirement strategies with guaranteed growth-no market risk

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Business Planning

Blueprints to build, scale, and safeguard your business wealth

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Private Banking

Use life insurance to become your own bank and grow wealth tax-advantaged 

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General Life Insurance

Protect what matters most with smart, affordable coverage options

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Mortgage Protection

Coverage that pays off your home if the unexpected happens

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Financial Literacy Materials & Classes

Learn the fundamentals with easy-to-follow guides, tools, and classes

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Community Engagement & Events

Check out an example of some of our previous community events and engaements  below.

Here's Our Gift To You!

Know the basics first. 

Enjoy a comlimentary webinar on the basics of the different types of policies there are. 

We always tell our clients, "Every policy has a purpose!". Don't let misinformation, trends, or advice from others who aren't licensed influence you to get the wrong type for your needs. 

Watch My Complimentary Gift!

Financial Wellness Program

ICD program (Bridgestone of Americas)

*Closed Event*


Financial Wellness Program

ICD program (Bridgestone of Americas)

*Closed Event*


A Risky World Workshop

Commnity Event 

Basics of Life Insurance 

Partnered with AiP, a local nonprofit organization, "Basics of Life Insurance" webinar breaks down the differnt types of life insurance and examples of their uses. This community effort provided free educational material to empower individuals to don't get just any type of policy. Get what is needed for your goals!

FAQs

What types of cases do you handle?

At Simple Options Tennessee, we work with individuals, families, and business owners on a wide range of financial strategies. This includes advanced market planning, family protection and income strategies, retirement planning, and structured approaches to wealth building.

We also assist with business-focused solutions such as key person coverage, buy-sell planning, and strategies designed to support long-term growth and continuity. Every case is approached with a focus on structure, efficiency, and long-term results.


How do I schedule a consultation?

You can schedule a consultation by clicking here.  Also, please feel free to  contact us by calling us at (615) 267-3011 or emailing us at info@simpleoptionstn.com.

We'll get back to you promptly to arrange a convenient time.

What can I expect during my first consultation?

During your initial consultation, we’ll discuss the details of your needs, answer any questions you may have, and provide you with a clear understanding of what to expect next. Our professionals will then provide you with a strategy to fulfill your needs and/or goals. They will then be in touch to help guide you along the way to any other requirements. 

How much do your services cost?

All consultations are free of charge. 

Premiums are set per carrier quotes and rates and may be subject change before submitting applications. 

All services provided under our Financial Wellness Program vary based upon the organization's size, the amount of empoyees, and services needed.