Servant Advisors Group is a financial planner based in Memphis, TN, offering retirement planning, income strategies, Social Security optimization, and wealth management. The firm also provides tax planning, estate planning, trust and probate guidance, charitable giving strategies, and insurance products such as annuities and life insurance.
Fiduciary financial advisory firm
Registered investment adviser in Tennessee and Mississippi
Offers free retirement readiness check-up
Independent financial services firm
Addresses five key retirement concerns
Services
Retirement Planning
Helps clients create retirement strategies using investment and insurance products to suit their needs and objectives.
Social Security Optimization
Helps clients choose the right Social Security claiming strategy to maximize benefits over retirement.
Retirement Income Strategies
Creates steady income plans designed to last through market fluctuations and unexpected life events.
Tax-Efficient Strategies
Uses Roth conversions, IUL policies, and withdrawal strategies to minimize taxes throughout retirement.
Wealth Management & Investment
Manages diversified portfolios with risk-managed and tactical strategies to support retirement income.
Estate Planning
Assists with trusts, probate, charitable giving, IRA legacy planning, and life insurance for estate transfer.
Frequently Asked Questions
What retirement planning services does Servant Advisors Group offer? +
The firm offers retirement income strategies, Social Security optimization, IRA and 401(k) rollovers, required minimum distributions planning, longevity and inflation planning, and tax-efficient strategies.
How does the firm help with retirement income? +
It helps clients create a steady income plan using fixed annuities, indexed annuities, income riders, and structured withdrawal strategies so essentials do not depend on market performance.
What is the firm's approach to taxes in retirement? +
It plans the timing and order of withdrawals, explores Roth conversions when appropriate, and coordinates tax-deferred and tax-free accounts to minimize avoidable taxes.
Does the firm handle estate planning? +
Yes, it provides estate planning services including trusts, probate, charitable giving, IRA legacy planning, and life insurance.
