Dogwood Financial Planning

Dogwood Financial Planning is a financial planner in Memphis, Tennessee. The firm provides hourly, as-needed financial planning and advice to help individuals and families maximize their financial potential. Serving the greater Memphis area, as well as parts of Mississippi and Arkansas, the firm offers specialized services including retirement planning, IRA and 401(k) advice, Social Security analysis, and personalized investment recommendations.

As a fee-only firm, Dogwood Financial Planning does not sell financial products, annuities, or insurance, and does not collect commissions from third parties. This approach ensures that the firm's interests remain aligned solely with their clients. Services are available through various structures, such as a financial checkup for a broad overview of a client's situation or a comprehensive family or individual financial plan that addresses cash flow, debt management, tax planning, and estate planning. The firm is composed of professionals including principal Celia Brugge, a Certified Financial Planner™ and member of both NAPFA and the Garrett Planning Network.

The office is located on Tournament Drive in Memphis, near the intersection of Hacks Cross Road and Winchester Road. The location is a short drive from the TPC Southwind golf course and the Hacks Cross Post Office, and is situated near Poplar Pike and the Germantown Church of Christ Preschool.

The firm is recognized for its high standards of service, maintaining a 5.00 rating. Since 2007, Dogwood Financial Planning has built a reputation for providing accessible, professional guidance without requiring minimum account sizes or net worth.

Dogwood Financial Planning remains dedicated to helping middle-class Americans achieve long-term financial growth and well-being throughout all stages of life in the Memphis area.

Services:

• Free Initial Meetings
• Hourly Financial Advice
• Personalized Investment Recommendations
• Retirement Planning
• Social Security Analysis