Your hub for guides, trusted tools and required disclosures. These materials are educational only, not legal or tax advice. Some links go to third-party sites.
A quick checklist of what to ask before committing money to an investment.
An overview of taxable and tax-advantaged accounts (IRAs, Roth IRAs, and brokerage accounts) to help you choose an appropriate mix.
SmartAssetWhat advisors do beyond investments - planning, coordination with your tax / legal professionals, and decision support over time.
KitcesOverview of our services, fees, relationships, and conflicts of interest.
Download PDFDetailed information about our firm, qualifications, business practices and fees.
Download PDFRayburn West Financial Services is an independent, fiduciary wealth advisory firm based in Tennessee, helping clients build, preserve and transition wealth through tailored investment management and coordinated financial planning.
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Rayburn West Financial Services (“RWFS”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where RWFS and its representatives are properly licensed or exempt from licensure. All content is for informational purposes only and should not be considered investment, legal or tax advice. For additional information, please see our Form CRS and ADV Part 2A. Custody and brokerage services are provided by Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC. Schwab and RWFS are separate, unaffiliated companies. Schwab does not endorse or recommend any advisor or investment strategy. CEPA and Value Acceleration Methodology are trademarks of the Exit Planning Institute (EPI). Use with attribution for educational purposes only. RWFS is not affiliated with EPI.
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