Financial Planning Publications

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  • (Appeared in Winter 2011 newsletter)

    Ehren Congdon recently joined TrustCore as a financial planner. He is a Licensed Insurance Agent and a Registered Securities Representative of TrustCore Investments, Inc.

  • (Appeared in Winter 2011 newsletter)

    TrustCore recently announced the formation of the Financial Planning Committee. The committee’s mission is “to continually strengthen the foundation of our core planning client services by providing education, resources, collaboration, and training to our planners and staff.”

  • (Appeared in Winter 2011 newsletter)  By Erik Milam, CFP®, RLP®

    My philosophy of financial planning has been significantly shaped by my own life experiences. I was born with cerebral palsy and a severe speech impediment. Multiple surgeries, years of speech therapy, and hard work allowed me to achieve a better quality of life than anyone imagined for me.

  • (Appeared in Summer 2010 newsletter)

    We are pleased to announce two additions to the TrustCore family.

  • (Appeared in Nashville Medical News: June 2010 and in Summer 2010 newsletter)

    Click here to read article.

  • (Appeared in Spring 2010 Newsletter)

    TrustCore held it’s annual client appreciation event on October 5, 2009 at Richland Country Club.

  • (Appeared in Spring 2010 Newsletter)

    TrustCore held the 2010 Updates and Strategies seminar for CPAs on November 3, 2009 at Richland Country Club.

  • (Appeared in Nashville Business Journal: June 2008)

    Click here to read article.


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