Contact Info
Independent Financial Advisor
Linda Tripp
2710 Shady Well Lane
Cordova, TN 38016
Phone: 901-685-2700
Fax: 901-685-2716
Contact via Email
Visit our Website
Our Website
Click below to visit our Website
Services
- Financial Planning
- Investment services
- Retirement Planning
- Education Planning
- Estate Planning
- Women's Finance
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Roll Overs & IRA's
Hours of Operation
Monday - Friday Typically 9:00 - 5:00
About Us
No Cookie Cutter Advice Here
Financial Planning: Identify your goals and objectives and establish a strategy to achieve these goals. We work on your agenda, not mine.
Investment Services: Develope the appropriate investment portfolio based on your risk tolerances and time horizon. We will work together to be sure you are an educated investor, not the recipient of "advice"/
Insurance: Review your individual situation to determine the appropriate level of coverages to meet the unexpected as well a fill any financial "gaps". Your and your family deserve full protection.
Defining Statement
My name is Linda Tripp, I'm a Financial Planner and Advisor. My passion is to help my clients identify their goals, develop strategies to reach these goals and to get to what's important.
Mission Statement
To overcome the "everyday" and strive toward your passion.
Target Market
Industry:
Financial Services
Decision Maker:
Your input and ideas form the basis for decisions
Audience:
I'm interested in talking to anyone who may have a concern regarding their finacial picture today. I position my clients to be prepared and informed about the options available to them in their specific situations. Any strategic moves are discussed and reviewed so the client is in total understanding and has realistic expectations.