Mike Sharpton, CFP®

Mike Sharpton, CFP®

Financial Services Representative, Certified Financial Planner™ professional

Domicile State: TN
Phone: 615-435-4119
Fax: 931-388-2517
E-mail:
 

Contact Info:

Strategic Financial Partners 

830 Crescent Centre Drive, Suite 450 

Franklin, Tennessee 37067

Phone: 615-435-4119 Fax: 931-388-2517

&

1130 Carmack Boulevard

Columbia, Tennessee 38401

Phone: 931-388-0117

 

BUSINESS PHILOSOPHY 

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifelong resource for each and every client.

 

QUALIFICATIONS

  • CERTIFIED FINANCIAL PLANNER™ professional since 2004
  • Belmont University – Jack Massey School of Business
  • BS in Accounting from MTSU
  • Licensed to sell Life and Health Insurance in TN, AL, FL, MI and KY
  • Registered to offer securities products in TN, AL, FL, KY, CA
  • Member of Million Dollar Round Table

 

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • 401k/IRA Consolidation/Rollovers
  • Long-Term Care Insurance 
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Stocks, Bonds, and ETFs
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

 

 

PERSONAL

Mike and Bettye are life-long residents of Columbia.

We have a son, Michael.

Mike is an avid sports fan that likes to play golf, follows the Titans and the Volunteers.

 

ORGANIZATIONS

Columbia Breakfast Rotary Club

Consultant to the Family Center, a non-profit that services families in distress.

Member of St. Peter’s Episcopal Church

Member of the Maury County Chamber & Economic Alliance