Schedule a complementary portfolio review in person, virtually or by phone with a local financial advisor in Murfreesboro, TN
Call our Local Office at
(629) 772-4919
We make financial planning simple
Orr Financial Group makes retirement planning simple through individualized investment strategies and financial planning in Murfreesboro, TN.
At Orr Financial Group, our team of financial planning advisors specializes in creating inter-generational financial independence. For over 33 years, we have been caring for clients, helping them manage complex financial services through our independent financial planning and investment strategies. We provide unbiased recommendations for sophisticated investors regardless of age or portfolio size. Our boutique investment firm in middle Tennessee has intimate knowledge of our local clients’ needs. Still, we provide our advisors and their clients with the reach of a principal firm. Our access to a carefully curated selection of financial products and services will help you develop an investing strategy to address your long and short-term financial goals.
Investment Services
-
Advisory & Brokerage Accounts
-
Portfolio Management
-
Mutual Funds & ETFs
-
Corporate & Municipal Bonds
-
Common & Preferred Stock
-
Alternative Investments
-
Private Placements
-
REITs
-
Variable Annuities
Financial Planning Services
-
Retirement Accumulation: Traditional, Roth, & SEP IRAs, Profit Sharing Plans, 401(k) Planning, 403(b) Planning, Defined Benefit Plans, Defined Contribution Plans, Non-Qualified Deferred Compensation
-
Retirement Distribution Phase Planning: Social Security optimization, Tax prioritization, Income from all sources, Guaranteed vs. Variable income sources
-
Business Planning: Buy-Sell Agreements & Funding Options, Business Exit Strategies, Executive Retention
-
College Funding: Coverdell Education Savings Accounts, 529 Plans, Insurance Strategies
-
Estate Planning: Essential documents, Distribution strategies, Special Needs, Tax liability funding, Revocable & Irrevocable Trusts, Family Limited Partnerships
-
Charitable Planning: Outright gifts, NIMCRUTs (With and Without make-up provisions), Lead Trusts, Life Insurance, Combining Business Exit Strategies with Charitable Gifting
Insurance Services
-
Disability Income Insurance: Individual income, Group, Business Overhead Expense
-
Life Insurance: Term Insurance, Whole Life, Universal Life, Indexed, Universal Life, Variable Life
-
Long-Term-Care Insurance: Traditional LTC policies, Hybrid Asset Based Policies, Chronic & Critical Care Life Riders
- Fixed Annuities: Immediate Annuities, Deferred Annuities, Fixed Indexed Annuities, With & W/O Lifetime Income Riders, With & W/O Chronic Care riders
For more information on how Orr Financial Group can help you reach your financial goals, please contact us or call our office at
Service Areas
- Murfreesboro, TN
- Franklin, TN
- Spring Hill, TN
- Nashville, TN
- Eagleville, TN
- Brentwood, TN
- Shelbyville, TN
- Middle TN Area
Business Hours
Hours By Appointment Only
- Monday 8:00 AM - 5:00 PM
- Tuesday 8:00 AM - 5:00 PM
- Wednesday 8:00 AM - 5:00 PM
- Thursday 8:00 AM - 5:00 PM
- Friday 8:00 AM - 5:00 PM
More Details:
Orr Financial Group
Call: (629) 772-4919
Email: steve@orrfinancialgroup.com
Location: Murfreesboro, TN
Visit us @ https://orrfinancialgroup.com
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2023 FMG Suite.
Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Orr Financial Group is not affiliated with Gove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS.