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START YOUR JOURNEY

Ready to Do Money Differently? Click the button below to schedule an in-person or virtual visit to share your passions, vision, and life goals with us. We'll help you put together a strategy to start living your best day, every day.

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5110 Maryland Way, Suite 250 Brentwood, TN 37027

Fax: 866.673.4465

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Insurance products are offered through the insurance business The Navin Group. The Navin Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by The Navin Group are not subject to Investment Advisor requirements. 1767433 - 05/23

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