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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

Family Planning 

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

Non-Variable Retirement

Secure retirement strategies with guaranteed growth-no market risk

Business Planning

Blueprints to build, scale, and safeguard your business wealth

Infinite Banking

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

General Life Insurance

Protect what matters most with smart, affordable coverage options

Mortgage Protection

Coverage that pays off your home if the unexpected happens

Financial Literacy Materials & Classes

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

Financial Wellness Program

ICD program (Bridgestone of Americas)

*Closed Event*


A Risky World Workshop

Commnity Event 

Basics of Life Insurance 

Partnering with AiP, a local nonprofit organization


To watch this presentation, please click here. 


Here's Our Gift To You!

Know the basics first. Enjoy a comlimentary video 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!

Meet our team

A team of experienced legal professionals you can trust

John Doe
Darius Montgomery
Founding Partner

John has specialized in complex legal investigations and litigation support.

David Dien
David Dien,
Associate Partner

David has experience in corporate investigation and business valuation.

Rosey Drews
Rosey Drews,
Partner

Rosie has been providing legal services for family-related matters for more than 15 years.

FAQs

What types of cases do you handle?

Our services range from family planning/esate planning for families, mortage protection, etc.. to financial wellness for organizations that supplement with their current benefit packages they may provide to employees. 

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 615-788-6238 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.