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    623 W Main Street Lebanon, TN 37087 T: 615.443.6509 F: 615.443.2291
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    1300 Main Street N. Carthage, TN 37030 T: 615.735.9109
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    320 S. Jefferson Ave. Cookeville, TN 38501 T: 931.218.2013
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    9200 Carothers Parkway, Suite 108 Ste 108 Franklin, TN 37067 T: 615.443.6509
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    217 Donelson Pike Nashville, TN 37214 T: 615.232.5992
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    4736 Andrew Jackson Pkwy Hermitage, TN 37076 T: 615.442.1479
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    1630 Nashville Pike Suite 100 Gallatin, TN 37066 T: 615.396.1982
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    1476 N. Mt. Juliet Road Mt. Juliet, TN 37122 T: 615.547.5505
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  • Murfreesboro
    3110 Memorial Blvd. Murfreesboro, TN 37129 T: 615.904.6305
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    2930 West End Ave. Nashville, TN 37203 T: 615.443.6509
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Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
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Start the new year right by reviewing and revamping your financial plan.
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Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
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Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
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Funding long-term care with an irrevocable life insurance trust
How this strategy can help you avoid unnecessary taxation and create generational wealth.
Retirement & Longevity
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Social Security increases benefits by 2.8% for 2026
The 2026 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Make the most of Medicare's annual enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
The three ingredients of a purposeful retirement
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Retirement & Longevity
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WBT Wealth ManagementWBT Wealth Management
  • Lebanon - Main: 623 W Main Street Lebanon, TN 37087
  • T: 615.443.6509
  • F: 615.443.2291
  • Map & Directions
  • Map & Directions
  • Carthage: 1300 Main Street N. Carthage, TN 37030
  • T: 615.735.9109
  • Map & Directions
  • Map & Directions
  • Cookeville: 320 S. Jefferson Ave. Cookeville, TN 38501
  • T: 931.218.2013
  • Map & Directions
  • Map & Directions
  • Cool Springs: 9200 Carothers Parkway, Suite 108 Ste 108 Franklin, TN 37067
  • T: 615.443.6509
  • Map & Directions
  • Map & Directions
  • Donelson: 217 Donelson Pike Nashville, TN 37214
  • T: 615.232.5992
  • Map & Directions
  • Map & Directions
  • Hermitage: 4736 Andrew Jackson Pkwy Hermitage, TN 37076
  • T: 615.442.1479
  • Map & Directions
  • Map & Directions
  • Gallatin: 1630 Nashville Pike Suite 100 Gallatin, TN 37066
  • T: 615.396.1982
  • Map & Directions
  • Map & Directions
  • Mount Juliet: 1476 N. Mt. Juliet Road Mt. Juliet, TN 37122
  • T: 615.547.5505
  • Map & Directions
  • Map & Directions
  • Murfreesboro: 3110 Memorial Blvd. Murfreesboro, TN 37129
  • T: 615.904.6305
  • Map & Directions
  • Map & Directions
  • West End: 2930 West End Ave. Nashville, TN 37203
  • T: 615.443.6509
  • Map & Directions
  • Map & Directions

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