Heather D. Matheney, CRPC®
Josh J. Bauer, CRPC®
1459 Interstate Drive Suite 205
Cookeville, TN 38501

Phone: (931) 526-3541
Toll Free: (800) 670-5902
Fax: (931) 528-2235


Do you need us?

Have you reached the point in your overall planning where a more cohesive strategy is needed? Ask yourself these key questions.


  • What are you doing about your savings goals, such as children’s college, retirement, buying a new home, or starting a business?
  • What would happen to your family if you should die or become disabled?
  • How much money would be needed to potentially meet your needs?
  • What tax savings could you be taking advantage of?

Business Owner

  • Do I have an investment and tax strategy which minimizes taxes without increasing risk?
  • Have I minimized the ultimate impact of estate taxes on my family and business?
  • What will happen to my business in the event of my death, disability or retirement?
  • What will be the impact on my family and key employees?
  • Have I provided myself and my key management team with the most meaningful and cost-effective executive benefits?

If you cannot answer these questions to your own satisfaction, our financial review is precisely what you need.