Kevin MacWilliams, founder of Clearview Financial Group in Hendersonville, Tenn., offers comprehensive financial planning with a specific focus on those in or near retirement, families of divorce, and high income professionals. His services are uniquely positioned to help clients analyze their financial situation and map out their financial and personal goals.
“As a financial planner, I’ve seen how important it is for clients to understand their own financial DNA,” he says. “I believe that each and every client has a unique financial blueprint that guides them in their financial decisions. Our job is to discover what makes them tick financially and then design a plan that is congruent to their financial DNA.”
Offering objective, unbiased and individualized financial analysis, the independent financial professionals at Clearview Financial Group provide high quality products and services. To follow progress, Clearview creates a personalized website to track each client’s investments, net worth, financial plan, and anything else they wish to have stored, tracked and monitored.
A graduate of the University of Tennessee at Chattanooga, Kevin majored in business finance. After graduating in 2000, he was hired by First Investor’s Corporation in Nashville, TN. Kevin’s responsibilities included providing financial advice to clients, serving as a team leader for new advisors and recruiting new advisors.
In 2003, Kevin founded Clearview Financial Group so that he could help his clients pursue their personal and financial goals. He holds the FINRA Series 6, 7, 26 and 66 Licenses and provides comprehensive financial planning services, including investment management, retirement planning, estate planning and insurance services.
As a financial planning columnist for The Nashville Tennessean, Kevin writes a bi-weekly column published in the paper in many of its sister publications. A member of Long Hollow Baptist Church, Kevin lives in Hendersonville with his wife, Sada, and his daughters, Presley, 4 and Sidney, 1.
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