Broker Check

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and we believe that no two clients should have the same, cookie-cutter financial strategy.

Let's Talk

Our Services

I am an independent financial advisor in Collierville, TN with more than 12 years of experience in wealth management for individuals, families, and professionals through investment and financial planning.  I also provide employer benefits services and financial wellness classes for employees.  As an independent advisor, I am not tied to proprietary products, nor am I limited to the services I offer.  Instead, I endeavor to provide the highest quality education on the choices available to you.  I focus on building the suitable strategy, addressing your risk tolerance, time horizon, and needs

Employers

Employers

Review retirement and executive benefits and explore financial wellness for employees.

Learn More
Investment

Investment

Create an investment strategy that's right for you.

Learn More
Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Learn More
Estate STRATGIES

Estate STRATGIES

Manage your affairs during your lifetime and beyond.

Learn More

We're Here For You!

For more than 12 years, I have helped people like you explore their goals – and work toward them.  It all started with a few questions.

Contact Us

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn More
Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
Learn More
Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

“The most important quality for an investor is temperament, not intellect.”

- Warren Buffet

"The individual investor should act consistently as an investor and not as a speculator."

— Ben Graham

"You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets."

— Peter Lynch

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

— Robert Kiyosaki

Bud Milligan

Bud Milligan

bud.milligan@lpl.com

Have a Question?

Thank you!
Oops!