P1 Financial Planning and Wealth Strategies

P1 Financial Planning and Wealth Strategies Financial Planner* *Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC.

Insurance services offered through P1 Financial Planning & Wealth Strategies, which is not affiliated with Osaic Wealth. 9053 Stone Walk Place, Germantown, TN 38138; 901-493-1507. Nothing contained herein is to be considered tax or legal advice. Tax/or legal advice should be obtained from a professional, duly licensed to provide such services. Investments in securities involve risk, including the

potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third-party website. We do not endorse or accept responsibility for the content of any third-party web site and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Shares” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
07/21/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Health-care coverage (including Medicare) typically does not cover extended medical care.
07/18/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
07/16/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Do you have a will? Is it updated?
07/14/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

There are thousands of Exchange Traded Funds available. Should you invest in them?
07/11/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

A few strategies that may help you maximize your Social Security income.
07/09/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

A home warranty may make sense, but you need to set proper expectations.
07/07/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
07/04/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
07/02/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Address

9056 Corporate Gardens Drive, Suite 102
Germantown, TN
38138

Opening Hours

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

Telephone

+19014931507

Website

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