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

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


This Office

PO Box 680458 Franklin, TN 37068-0458 Phone: (615) 587-6044 Fax: (615) 296-0436