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Watson Planning, LLC
Franklin, TN

Philip Watson

CFP®
Helping Clients find Balance at the Intersect of Meaning and Money.

Meet Philip

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Introduction - Phil Watson
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Life Planning - Phil Watson
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Our Financial Planning Method - Philip Watson
Video Transcripts

Philip M. Watson, CFP™, M.S. is an independent fee-only financial advisor, a member of the National Association of Tax Professionals and a registered member of NAPFA- the National Association of Personal Financial Advisors. Mr. Watson specializes in providing objective, unbiased financial advice, helping families and individuals align their financial issues with their personal goals and values.

No financial product sales. No commissions. Excellent advice is the product.

Philip M. Watson, CFP™, M.S. is an independent fee-only financial advisor, a member of the National Association of Tax Professionals and a registered member of NAPFA- the National Association of Personal Financial Advisors. Mr. Watson specializes in providing objective, unbiased financial advice, helping families and individuals align their financial issues with their personal goals and values.

No financial product sales. No commissions. Excellent advice is the product.


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

MS - College for Financial Planning, Inc.
Bachelors - Middle Tennessee State University
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