Doug Vowels

Office: Brentwood
12 Cadillac Drive, Suite 440
Brentwood, Tennessee 37027
Direct: (615) 309-6335

Contact
douglas.vowels@continuumpp.com
Direct: (615) 309-6335
Cell: (615) 892-9355
Cell: (859) 797-2250
Fax: (615) 309-6301

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Our Partners- Doug Vowels

Doug's Team

Channing Wisz
channing.wisz@continuumpp.com
(615) 309-6325

Most of my clients are simply too busy to handle all of the coordination of their financial lives.  They are unsure of the best steps to take or which strategies to utilize when it comes to their business or personal finances and that is why they hire me.  Whether a closely held business owner or physician, clients often come to me for advice regarding business succession planning, asset protection, debt repayment, and budget. I build a partnership and relationship with my clients and act as a problem solver in order to help address their known and unknown concerns and help them reach their financial goals.  At the end of the process, my clients, their families and businesses are in a superior and more desirable situation.

Before meeting me, my clients may already have a team that works independently of one another but I want to bridge the gap and help build a trusted team of advisors, or work with their current CPA or attorney, to help ensure that we are working in unison with the clients’ desired financial goals in mind.

I ultimately want to help give my clients freedom and relieve stress during major life events – liquidation of business, starting of a business, retirement – as well as in a catastrophic event, such as death or disability.  Financial independence looks different to everybody, but it is my goal to help my clients achieve theirs.

Areas of Expertise:

  • Financial Planning
  • Risk Management strategies
  • Investment Management
  • Retirement Planning
  • Business Succession Planning
  • Physician Planning

Education:

Eastern Kentucky University 

Affiliations:

C. Todd Riley Foundation Founder and 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 Doug would be a good fit for you? Give him a call today.

More About Doug...

I ultimately want to help give my clients freedom and relieve stress during major life events - liquidation of business, starting a business, retirement - as well as in a catastrophic event, such as death or disability. Financial independence looks different to everybody, but it is my goal to help my clients achieve theirs.