BD Planning Partners

Chattanooga Area Financial Planning

At BD Planning Partners, we believe that a well-crafted financial plan is the cornerstone of financial success. Here’s a comprehensive overview of how we work with you to build a personalized financial plan, ensuring that all aspects of your financial life are considered and optimized for your goals.

Financial Planning With A Purpose

Many of us don’t realize that most of the decisions we make in life will have an impact on our finances in one way or another. Having the knowledge of which decisions to make and when is essential to building a lasting legacy for both you and your family. We are often too busy with the “here and now” to have the time to plan for our futures. Fortunately, our team of financial planners have years of experience, and can help build a comprehensive financial plan to help you realize your goals. Through objective planning and accountability, we can help direct you to make an impact on your future that leaves a lasting legacy.

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What We Offer

  • Financial Guidance

    Budgeting, Saving, Debt management, and Cash Flow Analysis

  • Insurance Strategies

    Annuities, Life, Disability, and Long Term Care Insurnace

  • Wealth Building

    Investing, Education Planning, Retirement, Risk Management, Non-Correlated Asset Strategies

  • Abundance & Legacy

    Legacy, Charitable Giving, Trust and Estate Planning Strategies

  • Business Strategies

    Legacy, Charitable Giving, Trust and Estate Planning

Our Process

What Our Community Is Saying
About BD Planning Partners

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Licensing

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.

Check the background of your financial professional on FINRA’s BrokerCheck.

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
Philip Fabry, Domiciled in TN; CA Insurance License #4198594

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

CRN202710-7236200