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Franklin Tennessee

725 Cool Springs Boulevard

Suite 600
Franklin, TN 37067

Troy Michigan

101 W. Big Beaver Road

Suite 1400
Troy, MI 48084

Budd Wealth Videos

Our Founder's Story

Do you have a financial plan? I know the value of NOT having proper planning because I lived it firsthand as a kid. Helping you avoid pitfalls and aligning your finances with your hopes and dreams? That’s priceless and drives me to be the best I can be every day. Here’s why I’m so passionate about looking out for your family.

Your Client Life Process

 Ever tried solving a jigsaw puzzle without the picture on the box lid? It's a bit like managing your finances without a clear plan. That’s why we've spent the last 20 years developing and refining a process for families aspiring to a "work optional" lifestyle. Here is how our process works:

A Little Nudge

Does your current process resonate with your goals? If not, you might be missing out. A well-structured financial setup helps solidify your purpose. It's not set in stone; you can change and modify it. We’re here to help you every step of the way. So let’s reconnect. Here’s how we can help you:

Benefits of a Tax Efficient Distribution Strategy

You have spent years building your nest egg. Which account should you draw money from first? Watch our video to discover tax efficent distribution strategies you should use in retirement. 

What's Your Risk Number? Why Does it Matter?

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary.
Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.