Strategic Financial Partners - Franklin, TN

Strategic Financial Partners - Franklin, TN

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We guide our clients through a team-based, process-driven approach to financial planning. Often, our

09/03/2026

From the fairway to financial planning.

Before becoming a financial advisor, Jon worked at a golf club in Birmingham. Talking with club members sparked a shift—and after exploring his options, he knew this was the career for him.

Every path to financial planning is different, but the commitment to guiding people through important decisions stays the same.

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08/27/2026

“The first 90 days were hard.”

For Chandler, starting a career as a financial advisor meant learning an entirely new industry while also building a business from the ground up. There were licenses to earn, systems to learn, relationships to build — and the realization that helping people starts with finding the people you’re meant to serve.

In this video, Chandler shares the reality of transitioning into the financial services industry: the steep learning curve, the mindset shift from employee to business owner, and the role accountability and culture played in helping him grow.

What made the difference wasn’t just training. It was having a roadmap, support from leadership, and a team that genuinely wanted to see him succeed. Now several years into the journey, Chandler reflects on what it means to build a long-term career at Strategic Financial Partners — one focused on growth, relationships, and being there for clients for decades to come.

If you’ve ever considered a career where you can build something of your own while making an impact in people’s lives, this story offers an honest look at what that path can really look like.

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08/27/2026

Our General Session closed today with Wade Pfau, renowned author of the Retirement Planning Guide Book, presenting to our group on the role of insurance in retirement planning.

08/27/2026

Rick Scruggs, Principal of Financial Designs, presents to our group on his journey through his career in Financial Services and the impact advisors have the opportunity to make in the lives of their clients.

08/27/2026

Helping people is the goal—but first, you have to build the relationships that make it possible.

One of the biggest surprises for Chandler wasn't the financial planning itself. It was realizing that success starts with earning trust, growing your network, and creating opportunities to serve others.

Watch as he shares one of the biggest lessons he learned early in his career.

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Photos from Strategic Financial Partners - Franklin, TN's post 08/27/2026

SFP Executive Vice President William Bundrant is joined on stage by experienced Financial Advisor Mark Loftis and MassMutual Annuity Regional Director Dan Santos to update our group on the latest in the annuity space.

08/27/2026

SFP Director of Wealth Strategies, Pat Crowley, presents to our group on the impact that comprehensive financial planning can have on the lives of our clients.

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Location

Address


3401 Mallory Lane, Suite 220
Franklin, TN
37067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm