Andy Claybrook (BS, CFP®, CPA/PFS)
Andy Claybrook focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Corporate Executives
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Comprehensive fee-only and independent financial planning and investment advisory services provided on a time, project and/or annual retainer basis. 401(k), 403(b), and IRA investment and retirement planning is a primary emphasis. Client base includes employees and retirees of HCA, AT&T, Kodak, Nortel, Caterpillar, Tractor Supply Co., Vanderbilt University, the University of Tennessee, as well as numerous self-employed professionals and entrepreneurs.
Additional Information
Mr. Claybrook is also a member of the Financial Planning Association, the AICPA/Personal Financial Planning Division, the Tennessee Society of CPA's, and the Garrett Planning Network, Inc.
NAPFA Start Date
March 23, 1998
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