Tammy Paxton

Office: Nashville
12 Cadillac Drive, Suite 440
Brentwood, Tennessee 37027
Direct: (615) 309-6464

Contact
tammy.paxton@continuumpp.com
Direct: (615) 309-6322
Fax: (615) 309-6301

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Our Partners- Tammy Paxton

Tammy's Team

Kip Paxton
Kip Paxton
Investment Processing Manager
kip.paxton@continuumpp.com
Direct: (615) 309-6342
Alicia Wholley
Alicia Wholley
Executive Assistant
alicia.wholley@continuumpp.com
(615) 309-6361
Valecia Horton
Valecia Horton
Valeciahorton@continuumpp.com
615-309-6370

I am not an advisor who just tells clients what they ‘should’ do, pats them on the back and says “Good luck getting it done!” Our team works together to make things happen for the betterment of our clients and their family’s future.

When I first meet with clients, they often feel as though they are stuck; clients come to me with a set of goals in mind e.g., want to build value in their business, or make plans for business succession; however, they are unsure of what steps to take to achieve these things. I have a unique ability to hear what is important to each client and owner. As your financial advisor, I will provide strategies on how to make the most effective changes and decisions financially while acting as an accountability resource to help you.

As a former tax accountant, I have an understanding of the tax system that most financial planners do not possess. It is this experience that is especially helpful when I am working with entrepreneurs and closely-held businesses because I am better prepared to help the owners navigate situations that other CFPs are less capable of handling. Knowledge about taxes in relation to businesses can also be a valuable asset when I am working with executives to help maximize corporate benefits.

Areas of Expertise:

  • Business Continuation Strategies
  • Business Value Drivers
  • Business Succession Strategies
  • Tax Minimization Strategies
  • Qualified Retirement Plans
  • Executive Compensation Strategies
  • Investment Strategies
  • Retirement Income Strategies
  • Education Funding
  • Personal Protection Strategies
  • Estate Planning Strategies

Education:

CERTIFIED FINANCIAL PLANNER™ certification
Certified Family Business Specialist

Affiliations:

Fifty Forward
SCORE Nashville
Accounting and Financial Women’s Alliance, Treasurer

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 Tammy would be a good fit for you? Give her a call today.

More About Tammy...

Both as a Certified Family Business Specialist and CERTIFIED FINANCIAL PLANNER™ professional, Tammy Paxton is passionate about helping families and business owners ensure that they have their backs covered. She has been in the financial services profession for over 20 years and has worked with hundreds of families and business owners, developing strategies to help ensure they implement a plan and stay on track to meet their goals. Working with clients in a long term relationship gives both the clients and herself the time needed to truly get to know one another.

Prior to becoming a CERTIFIED FINANCIAL PLANNER™ professional, Tammy was a tax accountant and Enrolled Agent (EA) with the IRS giving her an extensive understanding of *taxes. Experience in interpreting complex financial factors positions Tammy and her team to offer comprehensive advice and counseling to help improve and maximize families and business owner clients’ financial situations.

Tammy is married to Kip, who is also the business manager for the practice. They have two daughters, Karlen and Brenna. In their spare time, Tammy and Kip enjoy biking, camping, and relaxing on the beach.

*Taxes - Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

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