We are a boutique financial planning firm. Our goal is to help our clients secure their financial future through investment management and financial planning. We are a small firm (5 people total) that cater to individuals and families in the greater Nashville area. We believe in a long-term relationship with our clients, with a unique plan for each that focuses on achieving their goals. We offer services and advice in the following areas: investments; retirement; insurance; wills, estate and tax planning; education planning; legacy transition. We take a unique approach to wealth management by utilizing active management for a clients, a more tactical approach than a "buy and hold" strategy. Our mission is to preserve and grow our clients' money while also avoiding market corrections and crashes.
Tell us a bit about who you are and the people you reach
Individuals and small business owners in greater Nashville and the Southeast who are looking for counsel in creating and following a financial gameplan. We work with professionals of all types and ages, from individuals and families just beginning their retirement savings to those who are ready to enjoy their retirement.
We want a logo that is simple yet unique and distinctive. Our previous logo (when our firm was named Kay Quinn Financial) had the letter Q with the letter K embedded in the middle with different coloration. We have discussed boxing the Q or having the Q stand out as a symbol for the firm. But we're also open to another symbol that embodies the values and goals of our firm. Along with this logo, we are going to include "Quinn Financial Partners" and the phrase "helping secure your financial future...today" Both of these could be incorporated into the logo or could be kept separate.