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Smarter Financial Decisions

You can make smarter financial decisions if you know where to look and have all the facts. Through PFM Elite's best-in-class partner firms, our mission is to help you live your best financial life. Use the links below for details on our current services.

Comprehensive Financial Planning
Wills & Trusts Planning
Planning for IRMAA
Life Insurance
Wealth Management
Tax Reduction Planning
Workshop Schedule
Family Office Solutions
Asset-Based LTC
Life Settlements
Download our "Financial Planning Matters" E-Book
Are you a financial advisor? Click here for valuable information!

 

 

 

Smarter Financial Decisions are Possible...

...When You Have All the Facts!

2020 Fieldstone Parkway

Suite 900-541

Franklin, TN 37069

(615) 297-1660

                      Business Hours:

                      9:00 am to 4:00 pm CST

                      Monday thru Thursday

                            info@pfmelite.com

Investment advice is offered through Brookwood Investment Group LLC, ("Brookwood"), 3930 E. Ray Road, Suite 155, Phoenix, AZ 85004. Additional information pertaining to Charles E. Nash and/or Brookwood's registration status, it's business operations, services and fees and its current written disclosure is available on the SEC's Investment Adviser public website at https://www.adviserinfo.sec.gov.

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