You’ve worked hard to get where you are.
Whether you’ve saved throughout your whole life, recently sold your business, or have big goals and a lot of moving parts, you need a clear plan to use your resources well. The problem is, it takes a lot of time and energy to manage your wealth successfully on your own.
You’re ready for a clear, simplified plan -
a plan that gives you confidence and clarity, designed to optimize your income and help meet your future needs
Our team of wealth advisors is here to help you steward your finances. We help remove the burden of financial decision-making and investment management so that you can enjoy the wealth you’ve earned.
OUR STORY
The roots of McCall & Associates go back to 1955 when Barry’s father, G.C. "Mac" McCall, began helping clients build portfolios in Southwestern Virginia.
After relocating to Nashville, TN in 1988, McCall & Associates was born. As each year passes, the practice has overseen continued growth in the purpose, people, and process by which clients are served.
OUR STORY
The roots of McCall & Associates go back to 1955 when Barry’s father, G.C. "Mac" McCall, began helping clients build portfolios in Southwestern Virginia.
After relocating to Nashville, TN in 1988, McCall & Associates was born. As each year passes, the practice has overseen continued growth in the purpose, people, and process by which clients are served.
WHO WE SERVE
Offering practical financial planning and investment management for your unique circumstances.
As a wealth management team who have helped hundreds of families with their financial planning,
we know you want to feel confident that your financial journey is headed in the right direction.
You deserve a partner that will provide the guidance and accountability you need to accomplish your personal financial goals. With our help, you can let go of the worry that your portfolio has grown stagnant or is too disorganized.
Together we can create a clear and simple plan that will give you the confidence you’re looking for.
Here’s how we do it.
1: introduction
It starts with an intro call. We’ll talk over the phone to learn about your needs and see if our team is a good fit.
2: The cornerstone process™
Throughout history, the cornerstone is the first stone set in the construction of a new building. All other stones were set in reference to the cornerstone. It’s the foundation of the foundation.
That’s why we’ve pioneered the Cornerstone Process, which is all about your mission, vision and goals. Through this process, we focus on learning about your family’s core values and goals as the cornerstone for our financial recommendations.
3: Recommendations
Next, we’ll gather your quantitative information and pair it with the outcome of our Cornerstone Process to offer financial planning and investment management recommendations. Click here to view the data checklist we use to gather a complete picture of your unique situation.
4: Maintenance
Once we have a plan that fits your needs and objectives, we’ll review your plan and investments on an ongoing basis. Most of our clients spend the majority of their time in this phase.
5: Reevaluate
Life happens. When things change for you, we’ll revert back to step two and rethink your plan based on your new circumstances.
With a clear picture of who you are and where you’re headed, we can help you develop a financial roadmap for success.
Reach out below to start the process today.