
Smart, Tax-Efficient Retirement Planning for Our Generation
Our Traditional Approach
Jim Maddux, a 47 year old husband, father and business owner, is not your typical financial planner. Over twenty years of wealth management experience has allowed Jim to take a nontraditional approach to his clients’ financial planning. His rich background in collegiate athletic coaching fosters his ability to identify clients’ fiscal deficiencies and help create financial victories. At the heart of Jim’s unique process is a strong tax planning expertise that includes a holistic financial analysis. Jim believes his clients’ tax returns—not just investment accounts--are the heartbeat of their financial plan. Thus, expect the unexpected. Jim will ask for your tax return first and investment history second. Jim will then craft a game plan that is uniquely yours!
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Our Services
Tax Planning
Investment Management
Retirement Planning
Estate Planning
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett
Contact Us
112 Westwood Place, Suite 220
Brentwood, Tennessee 37027
Phone
(615) 844-3398
madduxwealth.com