Buddy Wootten Email & Phone Number

With more than 40 years of experience in the financial services industry, H.E. “Buddy” Wootten has dedicated his career to assisting individuals and small business owners achieve their financial goals. Today he is Vice President, Business Planning with Innovative Financial Group, LLC. A CFP™ practitioner, Buddy specializes in retirement, business, and estate planning, including insurance needs, business succession planning and funding, employee benefits, nonqualified executive compensation plans, and charitable giving strategies. Buddy understands the most difficult aspect of the planning process is implementation, and he works closely to help each client enact his or her plan and to coordinate all areas into a comprehensive approach. He also helps to implement the crucial step of reviewing each client’s plan annually to update his or her financial strategy in response to changing needs and market fluctuations. Buddy is a graduate of MTSU in Murfreesboro, Tenn., and earned a master’s degree in Financial Planning from the College of Financial Planning in Denver, Co. He is insurance licensed in life, health, and variable products in numerous states and is an Investment Advisor Representative with Royal Alliance Associates, LLC. Buddy resides outside Lebanon, Tenn., on a horse farm with his wife Mary.Buddy is licensed to sell insurance products in the following states: TN, VA, FL, SC, TX andalso licensed to sell securities in the following states: AL, CA, DE, FL, GA, KY, MN, MO, NJ, SC, TN, TX, VA.2908 Poston Avenue Suite #1Nashville, Tn 37203615-385-1824Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.H.E. "Buddy" Wootten, III MS-CFP,CLU,CLTCLife Member of MDRT Specialties: "YOUR GOALS - Our Solutions."