Cairn Financial Group

(on union street)
Financial and Investment Services in Nashville, TN
Financial and Investment Services
Financial Services

Location

501 Union Street
Nashville, TN
37219

About

Cairn Financial Group was founded with a clear intent: to facilitate wealth-success in the lives of our clients. We believe this is a two-part process that begins with a personalized and actionable financial plan. As your financial planner, we serve to organize and assimilate your financial information so as to craft a blueprint for your financial life. This blueprint seeks to deploy your resources in the most efficient & effective manner for your specific goals. In the same way that life is not static, we believe that the ongoing process of financial planning is fluid and evolving as your life, circumstances, and goals change. For that reason, you won't see an "a la carte" menu to our planning services. Instead, our financial planning is defined by an on-going relationship with you – the purpose of which is to maintain the financial road map to your definition of wealth-success.

However, while having an efficient & effective plan is crucial to success, a plan is often meaningless without proper execution. For that reason we are also positioned to help you in the implementation, execution, and management of your financial decisions. We serve as advocate, advisor, and coach to help you take the necessary steps to enjoy your wealth success. And as a financial management firm, Cairn Financial Group incorporates the ability to proactively manage your investments, independently shop for and broker insurances when needed, and strategically collaborate with third-party advisors (such as attorneys, CPAs, insurance agents, private bankers, TPAs, and Trust service providers) to provide an integrated financial solution – all with the intent of executing the road map to your definition of wealth-success.

Photos

Cairn Financial Group Photo Cairn Financial Group Photo

Services

  • Retirement Planning
  • College Planning
  • Investment Services

Latest

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Cairn Financial Group uses state-of-the-art software to keep track of all major elements in your financial picture. But it's not just for Cairn to use. Clients are encouraged to utilize this software as well. What's great is that Right Capital is easy to use and comes in the form of a website and an app. Available for free on all major app stores, just search"Right Capital." Are you using the Right Capital app? Contact us today if you have questions about it! #CairnFG #RightCapital #Wealth
The Federal Student Loan moratorium has been extended until September 30th, 2021! Just as a reminder for those of you with student loans, these months during the moratorium are not accruing interest, are eliminating minimum payments, and ARE counting towards any required payments toward forgiveness (PAYE, RePAYE, PSLF, etc). Reach out to @CairnFG for more details! #CairnFG #StudentDebt #Money
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Just gonna leave this right here...
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Information

Company name
Cairn Financial Group
Category
Financial and Investment Services

FAQs

  • What is the phone number for Cairn Financial Group in Nashville TN?
    You can reach them at: 615-810-8499. It’s best to call Cairn Financial Group during business hours.
  • What is the address for Cairn Financial Group on union street in Nashville?
    Cairn Financial Group is located at this address: 501 Union Street Nashville, TN 37219.