Insights | Tax Strategy

Skip to main content

→ CLIENT ACCESS

INSIGHTS

INSIGHTS
CONTACT US

Four Steps Before You Start Investing

by Dennis Carter, CFP®

Before investing, ask yourself one critical question: What are you hoping to achieve with your investment?

View Authors & Topics

Andy Michael
Investing
Insights
Market Updates
Financial Planning
Education
Jeremy Hutzel
Matt Parks
Business Succession
Jenny Wilson
Estate Planning
Family Governance
Family Office
Hunter Yarbrough
Philanthropy
Private Equity
Private Wealth
Retirement
Tax Strategy
Ultra-High-Net-Worth
Women and Wealth

Tax Strategy

For Better or For Worse: Managing Money in Marriage

What Should I Do When I Inherit Money?

What Is a Family Office, and Is It Right for You?

Subscribe

Seven Springs Wealth Group (“SSWG”) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor implies any specific level of skill or training. SSWG only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this site constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. Certain investments, including private investments, may be speculative, involve a high degree of risk, typically require a minimum investment, and may only be offered to qualified investors through offering memorandums. Private investments are generally illiquid, may carry higher risk, and no formal trading market exists for these investments. A copy of SSWG’s current written disclosure brochure filed with the SEC, which discusses, among other things, SSWG’s business practices, services, and fees, is available on the SEC’s website at adviserinfo.sec.gov or FINRA's BrokerCheck website at brokercheck.finra.org. ©2025 Seven Springs Wealth Group, LLC.

ABOUT
SERVICES
INSIGHTS
CONTACT US

ADV Part 2A | Form CRS | Privacy Policy | Terms of Service

340 Seven Springs Way, Suite 710, Brentwood, TN | (615) 370-1253