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Cooper Knecht

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Justin Lacy

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Ashlee Owens

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Collin Daniell

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Jeff Collier

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Brad Burcham

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Tim Daniell

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  • Setting financial goals using the 5-10-15-20 concept
    When it comes to establishing financial goals, for many, the hardest part is knowing where to begin. To help you get started, we created the 5-10-15-20 concept for setting baseline financial goals.
  • Capital Market Snapshot: Week Ending October 10, 2025
    The U.S. government shutdown entered its second week and has become the fourth longest on record with low expectations of a quick resolution. Despite this, markets chopped sideways most of the week until experiencing a selloff on Friday, following President Trump’s announcing the potential for higher tariffs on Chinese imports.
  • Setting financial goals using the 5-10-15-20 concept
    When it comes to establishing financial goals, for many, the hardest part is knowing where to begin. To help you get started, we created the 5-10-15-20 concept for setting baseline financial goals.
  • Capital Market Snapshot: Week Ending June 6, 2025
    Markets showed resilience last week, with global equities rebounding strongly -driven by solid corporate earnings, easing trade tensions, and a better-than-expected U.S. jobs report. The labor market added 139,000 jobs in May, keeping the unemployment rate steady at 4.2%, which helped ease fears of a sharp economic slowdown.
  • Capital Markets Snapshot: Week Ending January 24, 2025
    Last week, stocks maintained their bullish momentum, driven by a pro-growth fiscal policy shift from the incoming Trump administration.
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood, TN. 37027 (615) 309-6300. BD Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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We have agents licensed to sell insurance in the following jurisdictions: AL, AR, AZ. CA. CO. FL. GA. IL, IN, LA, MA, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WI, WY

Brad Burcham, Domiciled in TN; AR Insurance License #7759708, CA Insurance License #4109412

We have agents licensed to sell securities in the following jurisdictions: AL, AR, AZ. CA. CO, CT, DC, FL. GA, IN, KY, LA, MA, MS, MT, NC, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WY

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