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  • Lebanon - Main
    623 W Main Street Lebanon, TN 37087 T: 615.443.6509 F: 615.443.2291
    Map and Directions Map and Directions
  • Carthage
    1300 Main Street N. Carthage, TN 37030 T: 615.735.9109
    Map and Directions Map and Directions
  • Cookeville
    320 S. Jefferson Ave. Cookeville, TN 38501 T: 931.218.2013
    Map and Directions Map and Directions
  • Cool Springs
    9200 Carothers Parkway, Suite 108 Ste 108 Franklin, TN 37067 T: 615.443.6509
    Map and Directions Map and Directions
  • Donelson
    217 Donelson Pike Nashville, TN 37214 T: 615.232.5992
    Map and Directions Map and Directions
  • Hermitage
    4736 Andrew Jackson Pkwy Hermitage, TN 37076 T: 615.442.1479
    Map and Directions Map and Directions
  • Gallatin
    1630 Nashville Pike Suite 100 Gallatin, TN 37066 T: 615.396.1982
    Map and Directions Map and Directions
  • Mount Juliet
    1476 N. Mt. Juliet Road Mt. Juliet, TN 37122 T: 615.547.5505
    Map and Directions Map and Directions
  • Murfreesboro
    3110 Memorial Blvd. Murfreesboro, TN 37129 T: 615.904.6305
    Map and Directions Map and Directions
  • West End
    2930 West End Ave. Nashville, TN 37203 T: 615.443.6509
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    • Retirement & Longevity
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    • Longevity Planning
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Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
View
Read
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
View
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
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Here for you and your financial future

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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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wilson Bank and WBT Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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