Andy Faught

Office: Nashville
12 Cadillac Drive, Suite 440
Brentwood, Tennessee 37027

Contact
andy.faught@continuumpp.com
Direct: (615) 309-6316
Fax: (615) 309-6301

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Our Partners- Andy Faught

Andy's Team

Chris Rogers
Chris Rogers
Investment Specialist
Financial Planner

Bryan Powell
Bryan Powell
Sr. Planner Financial Planner
Micah Jackson
Micah Jackson
Personal Financial Analyst

It is my commitment to be your financial head coach and help put your financial pieces where you can be successful. Developing a roadmap to help you meet your financial goals will help you find clarity, and not be overwhelmed by the unknown.

Many people are too busy, or have so many moving parts in their financial lives, that they have not taken the time to plan for long term (or even short term) goals.

When we first meet our clients, most of them feel it will take too much time to go through a comprehensive personal or business financial plan. Our job is to break your plan into manageable pieces so we can make progress towards your financial goals, without overwhelming you.

Getting to know my clients to determine what is important to them financially is my favorite part of my role as a financial planner and long-term advisor. The relationship we develop is very important to helping you reach your vision of success.

Interpreting complex financial factors, as well as offering comprehensive advice and counseling, to help improve overall financial situations for individuals and business owners is also a big part of how we work with our clients.

Areas of Expertise:

  • Tax Minimization Strategies
  • Executive compensation packages
  • Investment management
  • Qualified retirement plans
  • Retirement income strategies
  • Personal protection strategies
  • Education Funding
  • Estate Planning

Education:

Lipscomb University, 2001 Magna Cum Laude, Bachelor of Science, Finance, Economics, & Accounting
CERTIFIED FINANCIAL PLANNER™ certification
Chartered Financial Analyst

Affiliations:

Martha O’Bryan Center, Finance Committee
East End Preparatory, Board Member

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Andy would be a good fit for you? Give him a call today.

More About Andy...

Andy has been a financial planner since 1999. He joined Capital Financial Group (CFG) in 2007 to spearhead the creation of the Financial Planning Department. In order to provide a higher level of planning to clients with more complex situations, Continuum Planning Partners (CPP) was launched in 2015 as a division of CFG.

Andy graduated Magna Cum Laude from Lipscomb University in Nashville with majors in Finance, Economics and Accounting. Prior to joining CFG and CPP, Andy was the Director of Planning for the Southeastern region of Lincoln Financial Advisors, a nationally recognized financial planning organization. Andy and his wife Jennifer live

in Nashville, with their two dogs, where he enjoys golfing, traveling, and the booming culinary scene.

Andy is involved with the Martha O’Bryan Center, an organization that helps families break the line between poverty and potential, on the Finance Committee and as an active volunteer. He is also a member of the Board of Directors for East End Preparatory School, a charter school in East Nashville.

Interested in working with Andy? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.