P3 Financial Group

P3 Financial Group P3 Financial Group is a full service financial services and tax firm. We offer the best financial products and services for individuals and businesses.

Investment advice is offered through P3 Wealth Management, Inc a Registered Investment Advisory firm. We believe the financial system has been rigged to benefit wall street, IRS and the big banks. Because of this belief, we teach strategies to help you stay in control of your money and not these institutions. Our mission is to enrich the lives of our clients by helping them PLAN PROTECT & PROSPER.

08/29/2026

You may have seen the recent headlines about LeBron James securing nearly $300 million in financing from life insurance companies. The story is often misunderstood—but it raises an important question:

How do wealthy people use the assets they own to create liquidity without selling them?
I’m joined by Melanie Jones, Financial Consultant with P3 Financial Group, for a timely conversation about leveraging assets strategically.

We’ll discuss:
✅ Why wealthy investors use leverage
✅ Which assets can support borrowing
✅ How leveraging an asset actually works
✅ Why cash-value life insurance can be attractive
✅ Elon Musk’s proposed use of Tesla stock to help finance the Twitter acquisition
✅ The risks you must understand before borrowing
This episode isn’t about “free money” or taking on unnecessary debt. It’s about creating options, maintaining control, and using leverage with discipline.
Be sure to watch or listen to this week’s episode of the Elevate Podcast—and let us know what questions you have about leveraging cash-value life insurance.

08/05/2026

🚨 **Do you really understand your IUL—or do you just own one?**

Join us for the **IUL Master Class**, an educational session created for current IUL policyowners and individuals considering purchasing an Indexed Universal Life policy.

During this class, we’ll break down how an IUL actually works, including:

✅ How cash value is credited
✅ The role of caps, floors and participation rates
✅ Minimum, target and maximum non-MEC premiums
✅ How policy loans and withdrawals work
✅ Common mistakes that can affect long-term performance
✅ Questions you should ask before buying or continuing to fund a policy

This is not insurance-producer training and it is not a high-pressure sales event. It is a consumer-focused class designed to help you understand your policy, recognize potential concerns and make better-informed financial decisions.

**Don’t just own an IUL. Learn how to master it.**

📲 **Space is limited. Click the registration link below to reserve your seat today!**

If you're a client of P3 Wealth Management, check your email to watch the video on the market recap for Q2 2026. This is...
07/21/2026

If you're a client of P3 Wealth Management, check your email to watch the video on the market recap for Q2 2026. This is a service exclusive for P3 Wealth Mangement clients.

""" Important Notice *** If you filled out a registration for our upcoming seminar, please call our office TODAY to conf...
04/27/2026

""" Important Notice ***
If you filled out a registration for our upcoming seminar, please call our office TODAY to confirm your registration. (901) 209-4015.

Due to Winter Storm Fern, the IRS has extended the 2026 federal tax deadline to June 8, 2026, for taxpayers in all 95 Te...
04/15/2026

Due to Winter Storm Fern, the IRS has extended the 2026 federal tax deadline to June 8, 2026, for taxpayers in all 95 Tennessee counties. This extension applies to individual and business returns, as well as payments and quarterly estimates originally due between Jan. 22 and June 8, 2026.

04/07/2026

**Did you purchase a fixed indexed annuity 4+ years ago?**

It might be time for a second look. 👀

The market has changed—and today’s annuities may offer **better growth potential, stronger income options, and more flexibility** than what was available just a few years ago.

You could be leaving money on the table and not even realize it.

At **P3 Financial Group**, we’re offering a **complimentary annuity review**—no pressure, no obligation. Just clarity.

If there’s a better option, we’ll show you.
If not, you’ll have peace of mind knowing you’re in the right place.

📅 Click the link to schedule your free review today.


Address

1316 Hardwood Trail
Cordova, TN
38018

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

(901) 209-4015

Website

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