J. Randolph Flatt, CLU®, AEP®, CLTC, LUTCF

Office: Memphis
5100 Poplar Avenue, Suite 2300
Memphis, Tennessee 38137
(901) 746-6363

Contact
jflatt@continuumpp.com
Direct: (901) 746-6363
Fax: (901) 748-0222
AR Insurance License # 11302

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Our Partners- J. Randolph Flatt, CLU®, AEP®, CLTC, LUTCF

J. Randolph Flatt, CLU®, AEP®'s Team

Tracy Quigley
Administrative Assistant
tracy.quigley@continuumpp.com
(901) 746-6362

 “Financial Intelligence is the capacity to make smart, responsible, values-based decisions with and about money in the presence of competing and difficult to deal with emotions.” 

                                                                                                                 –      Doug Lennick

 

Having been in the financial services business for over 30 years I have seen how our work benefits our clients.  We’re there for you in good times and difficult times.  I will strive to provide the most efficient service of which I am capable, rendering the fullest possible quantity and the best possible quality of service to my clients. In serving my clients, I shall recommend a course of action to help you attain financial independence.

Areas of Expertise:

Estate Planning Retirement Planning Income Strategies Business Continuation Planning Buy-Sell Strategies Executive Benefits Deferred Compensation Employee Benefit Programs

Education:

The American College
Bryn Mawr, Pennsylvania

Charter Life Underwriter®

Accredited Estate Planner®

Certification Long Term Care

Life Underwriter Training Council Fellow - LUTCF®

Affiliations:

Leadership Memphis:
Graduating Class 1998 –
Past Board Member
Big Brothers, Big Sisters:
Past Board Member &
Finance Chair
March of Dimes Walk America Committee:
Past Executive Committee,
Planned Giving Chairman
East Memphis Kiwanis:
Past President
Memphis Chapter of Society of Financial Service Professionals:
Past President
Memphis Asso. of Insurance & Financial Advisors:
Past President
Estate Planning Council of Memphis:
Past President
Million Dollar Round Table:
Life Member 2016

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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