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Tax-Efficient Estate Planning for Retirement-Focused Families: A Fee-Only Fiduciary Guide for 2026

Helping individuals and families build, protect, and preserve their financial future through personalized financial planning and investment strategies.

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Locations

Germantown, TN
Sarasota, FL

Our Services

Retirement Planning
Investment Management
Financial Planning
Wealth Management
Estate Planning
Tax Planning

Contact Information

(800) 989-3806
byron@studdardfinancial.com

Principle Office
1922 Exeter Rd, Suite 23
Germantown, TN 38138
By appointment only

Sarasota Office
2100 Constitution Blvd #147
Sarasota, FL 34231
By appointment only

Studdard Financial, LLC is an investment adviser registered with the State of Tennessee. Registration does not imply endorsement by any government or regulatory authority, nor does it imply a particular level of skill or training. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and no investment strategy can assure a profit or protect against loss. This material is provided for general educational and informational purposes only and is not individualized investment, tax, or legal advice. Read our full disclosures.

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