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Glass Buildings

Bob Sinclair, CLU, ChFC

Bob@LegacyPlanningSolutions.Net

615-516-9277

Bob Sinclair retired as a Senior Partner in a Comprehensive Financial Planning Firm after 48 years of experience in the financial planning industry. He successfully transitioned his financial planning practice to his son and other team members on December 31st, 2021.

Bob has built an extensive network of CPAs and estate attorneys, which continues to expand, allowing him to provide his clients with comprehensive financial planning services that meet their ever-changing needs.

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Apart from his professional accomplishments, Bob is also the owner of a 6th generation family farm that has been in his family for 190 years. As a farm owner himself, Bob brings a unique perspective to financial planning, and he has completed a Land As Your Legacy plan for the family farm, ensuring its continued success and legacy for future generations.

Bob takes pride in building strong relationships with his clients, and his approach is to provide tailored financial planning solutions that meet their specific needs. He remains passionate about helping others achieve financial success and continues to provide consultation services even in retirement. Bob's extensive experience and expertise make him a trusted advisor in the financial planning industry.

Todd Russell, CFP®, CLU, ChFC

Todd@LegacyPlanningSolutions.Net

615-319-4803

For the past 21 years, Todd Russell has been a valuable team member in solving estate and business transition issues. Working alongside other planners, Todd's expertise has been instrumental in crafting plans to protect family members and business owners in business and estate transfers. His service has extended beyond state borders, as he has served business owners in six states.

Todd's approach of carefully listening and understanding the unique goals and objectives of each client enables him to provide tailored solutions that address their individual needs. He is skilled at using this knowledge to craft detailed plans that help clients achieve their objectives while mitigating potential risks. His attention to detail is reflected in his ability to assist clients in implementing planning strategies that are tailored to their specific needs.

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Todd's success in the insurance industry can be attributed to his ability to build meaningful relationships with his clients. He recognizes that each client has unique needs and works tirelessly to ensure that their individual goals are met. His approach is rooted in trust, respect, and empathy, and he consistently demonstrates his commitment to providing exceptional service.

In summary, Todd Russell is a skilled professional with a talent for solving estate and business transition issues. His ability to listen and understand the needs of each client and his attention to detail make him a trusted advisor to business owners across multiple states. With over two decades of experience in the industry, Todd has become a respected figure in his field and a valuable asset to those he serves.

Contact Us

109 International Drive, Suite 101 Franklin, TN 37067
United States LegacyPlanningSolutions.net

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