Brad Gooch

Office: Nashville
12 Cadillac Drive, Suite 440
Brentwood, Tennessee 37027
(615) 309-6300

Contact
brad.gooch@continuumpp.com
Direct: (615) 309-6466
Cell: (615) 678-9661
Fax: (615) 309-6301

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Our Partners- Brad Gooch

Brad's Team

Lindsay Qualls
Lindsay Qualls
Lindsay.qualls@continuumpp.com
615-309-6368

When clients first come to me, they typically have hit a point where they need help pulling together all of the moving parts of their financial lives. They may have started earning “real” money or had a life event that causes them to look up and make some changes so they don’t waste the opportunity in front of them.

In working with professional athletes, physicians, executives and business owners, I have learned that there is one common concern. They are all very busy trying to get better at their craft and don’t have time to manage the inflows and outflows of their financial life. They have even less time to stop and set goals then see how they are tracking towards meeting those goals.

The good news is that this doesn’t have to take much of your time if you have the right team. By acting as your financial “offensive coordinator” we can not only help you with your financial planning, but help make sure you have the right team around you such as accountants, attorneys and other advisors. We can also help ensure they are all aware of your goals and hold everyone accountable to working together as a team.

In the end, my goal is to help my clients reach financial independence and live the life they have worked so hard to achieve. This is different for everyone, which is where we can add value by helping you decipher what you really want to accomplish and how to use your resources to get there.

Areas of Expertise:

  • Retirement income strategies
  • Cash flow and debt management
  • Executive compensation packages
  • Investment management strategies
  • Qualified retirement plans
  • Personal protection strategies
  • Education Funding
  • Estate Planning

Education:

Trevecca University
A-Sun All Academic Team

Affiliations:

Wounded Warrior Project
Grace Chapel

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 Brad would be a good fit for you? Give him a call today.

More About Brad...

Brad grew up in Florida then moved to Nashville to play baseball at Lipscomb University as a middle infielder. He eventually ended up playing baseball his senior year and graduating from Trevecca Nazarene University.
Brad is married to Kaci and they have two daughters, Henley and McClain. When he is not spending time with his family, he enjoys hunting and fishing. Brad is also passionate about his Church, Grace Chapel, as well as the Wounded Warrior Project because he has many family members who served in the military.
Interested in working with Brad? Set up a time to talk and learn how he can help you build a plan and help reach your financial goals.