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.