We believe working in a team setting provides better advice, ongoing service and clarity to our clients.
It is not only important to us but a mandate for each member of our team to have an advanced designation that is specific to the financial planning industry. This way our clients know they are receiving sound financial guidance.
Aldred, Greenwell & Lane is a comprehensive financial planning and investment management firm located in Franklin, Tennessee. Our firm specializes in working with retirees and pre-retirees that are within 10 years of retirement to improve the status and outlook of their entire financial journey.
Our client-centric approach puts you in control of your future. Supported by our team of experienced financial professionals, you will have the confidence you’ve been missing when it comes to building, maintaining, and securing your wealth.
The financial world is a complex and often misunderstood place. We believe that the best path to financial success is clear and well-paved. Journeying through your career and retirement years without a plan in place, can be likened to taking a cross-country road trip without a map or GPS to guide you. While you may end up at your intended destination, the chances are slim that it was the most efficient and strategic route. Our team is the compass, map, and GPS that will guide you toward financial clarity and financial peace of mind. Committed to transparency, communication, and education, we work to ensure that you understand your finances so that you are able to make the appropriate decisions for your unique situation.
You may feel uncertain about areas of your personal financial life now, but with our help, you can gain confidence in what tomorrow holds. Your financial future deserves to be met with excitement and peace of mind - not stress and frustration. We are committed to staying on top of the ever-changing financial laws and markets, so you can rest easy and stay focused on what matters most - your family, your friends, and your life’s passions.
CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor
Jason Lee Aldred, CFP®, ChFC®, is a CERTIFIED FINANCIAL PLANNER™ professional. Specializing in financial planning, wealth management, business planning, and wealth strategies, Jason helps clients navigate through a...
Kyle M. Greenwell, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional with Aldred, Greenwell & Lane. Responsible for creating, implementing, and monitoring client plans, Kyle possesses a unique ability to simplify complex...
Financial Services Executive, Investment Advisor Representative
My goal is to provide families and business owners with assistance in building their financial security through innovative risk management. My team and I have the skills, knowledge and experience required to help meet my client’s...
Estate & Business Planning Specialist