Jim Ross CLU CHFC, Ross Financial Services

Jim Ross CLU CHFC, Ross Financial Services Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. (615) 309-6300.

I provide a broad portfolio of individual life, disability income, and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I can provide comprehensive financial strategies and/or focus on one specific area of need. Disclosure: I am licensed to sell insurance in FL, IL, MI, TN and securit

ies in TN, NY. I am a registered rep of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 10 Cadillac Drive, Suite 300, Brentwood, TN 37027. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.

The One Big Beautiful Bill Act (OBBBA) was approved, changing how your money is taxed. Could it also impact your financi...
08/11/2025

The One Big Beautiful Bill Act (OBBBA) was approved, changing how your money is taxed. Could it also impact your financial strategy? Learn more: https://bit.ly/3J3FMor

Retirement isn’t an age, it’s a number. What’s yours? Find your “number” for retiring comfortably and start planning tod...
07/14/2025

Retirement isn’t an age, it’s a number. What’s yours? Find your “number” for retiring comfortably and start planning today to reach your retirement goals. Contact me to learn more.

Could your money be working harder for you? Check out this guide to learn how to maximize your income and feel more conf...
07/08/2025

Could your money be working harder for you? Check out this guide to learn how to maximize your income and feel more confident in your future.
https://bit.ly/4lFNeUz

What do you want your legacy to look like? Understanding the stages of wealth transfer is essential in ensuring a smooth...
07/08/2025

What do you want your legacy to look like? Understanding the stages of wealth transfer is essential in ensuring a smooth and effective process that preserves your wealth for future generations. Let’s work together to make sure you and your family are on the same page.

06/24/2025

Wealth transfer is about more than just money. It’s about giving your loved ones the means to live the life they want. Let’s talk about how I can help you achieve that dream.

06/10/2025

What trends shaped the market the week of June 6? Check out our weekly market perspective to catch the highlights.

You’ve worked hard to get where you are. With factors such as persistent inflation and economic uncertainty, it’s more i...
06/10/2025

You’ve worked hard to get where you are. With factors such as persistent inflation and economic uncertainty, it’s more important than ever to have a wealth-preservation strategy in place. What questions can I answer to help you make sure your wealth is protected?

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to e...
06/02/2025

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to ensure your plans stay on track in 2025 and beyond.

05/19/2025

Last week, equity and bond markets experienced a rally as the U.S. administration softened its stance on trade. Be sure to check out this week’s market perspective for key insights across market segments, asset classes and more.

05/19/2025

Transferring wealth can be a complex topic for loved ones. All the more reason to talk about it. These conversation starters for spouses, family, and parents can help you get started: https://ebooks.massmutual.com/view/340510456/.

Estate planning tools such as a will, trust, power of attorney, and healthcare proxy might seem complex, but they don’t ...
05/12/2025

Estate planning tools such as a will, trust, power of attorney, and healthcare proxy might seem complex, but they don’t have to be. Reach out to learn more about the benefits these tools can offer both during your lifetime and beyond.

Education is one of the greatest gifts you can give. Contact me today to learn ways to invest in your child’s future and...
05/05/2025

Education is one of the greatest gifts you can give. Contact me today to learn ways to invest in your child’s future and set them up for success.

Address

1394 Hatcher Lane, Suite B
Columbia, TN
38401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19313881122

Website

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