Take our FREE assessment today or Schedule a complimentary financial analysis! 

How Solid is Your Financial Foundation?

At Simple Options Tennessee, we believe in more than just numbers- we believe in building lasting relationships with our clients, providing them with personalized financial strategies that grow with their lives.

Our 3 Levels

We offer tailored solutions to create a solid financial foundation at every stage of your journey.

Level 1: Protect and Secure
Level 2: Grow and Eliminate
Level 3: Retire and Thrive

Meet Our Team

Say hey to Starr! She is our senior licensed financial professional. She specializes in creating and maintaining an unforgettable customer experience. Each client relationship matters and she ensures that every client is treated with love and care.  

Starr Montgomery
Client Relations Specialist & Licensed Expert

This is Maria! She is the voice and Office Manager of Simple Options Tennessee. Maria is the general of day to day operations! She keeps our schedules full and makes it easy for potential clients to get the services and solutions they need.   

Maria Vasofsky
Office Manager

Meet one of our licensed professionals and head of Community Outreach, Darius! He’s the go to mastermind for risk mitigation and customizing plans for our clients.

Darius S. Montgomery 
Head of Community Outreach & Licensed Expert

Take our free assessment today to discover exactly where you stand and uncover any gaps in your financial foundation!

Your Financial Lifeline!

Committed to empowering you through education and tailored solutions, we guide you and your family with lasting support, ensuring protection, growth, and confidence at every stage of life.

Plans tailor-made just for you. 

We keep thing as simple as "A-B-C". 

Our licensed financial experts will meet with you one on one to Analyze your current situation. 

We then Buildand craft a custom Blueprintjust for you and your unique goals and situation.

We make a Commitment to providing you and your loved ones peace of mind and financial security.  

Who doesn't like Simple?  

We have committed to making your financial development our #1 priority!  

    Our experts specialize in explanation & education.

    Our access to an array of financial products make it easy.

    Our promise to provide a one of a kind customer experience ensures your plans are unique.

Approximately 41% of Americans are estimated to be underinsured, according to recent studies from organizations like LIMRA and Life Happens. This includes individuals who either lack sufficient coverage to meet their financial needs or rely solely on group insurance through their employer, which often falls short.

00

Our licensed financial experts have mastered taking complex financial tools and simplifying them.  
We have createdna simple 3 layered
strategy to ensure financial stability and longevity. 

Life Insurance Solutions

Shield your loved ones and your legacy. Our comprehensive life insurance solutions offer more than just protection—they build a financial safety net that ensures your family’s future, no matter what. We protect your assets, so you can focus on building them.

  • Trusted Carries with 100+ years of service

  • An array of coverage types and uses

  • Comprehensive coverage of all sizes

Debt Elimination & Compound Savings

  • Turn your financial hurdles into stepping stones. We combine the power of compounding interest with smart strategies to help you eliminate debt while creating an emergency fund that grows with time.


    Eliminate debt in less than 9 years

  • Creative strategies to access growing funds

  • Uninterrupted compounding interest

  • Assets for now and later

Retirement Planing & Guaranteed Growth

We craft retirement strategies that don’t just preserve your wealth but ensure it grows, so you can enjoy the life you’ve earned, with zero guesswork. Your future is too important to leave to chance.

  • Principle protection

  • Guaranteed growth

  • Potentially bonuses and tax free withdralws 

At Simple Options, we offer specialized à la carte services to address your unique financial goals. From Business Planning to secure your company's future, to Executive Bonus Plans that attract and retain top talent, we provide strategies that work for you. Each service is tailored to build and sustain long-term financial success.

Business Planning

Secure the future of your business with customized strategies designed to maximize growth, protect assets, and ensure long-term success.

Retirement Planning

Achieve peace of mind with tailored plans that guarantee growth, protect your savings, and provide a stable, worry-free retirement.

Executive Bonus Plans

Reward and retain top talent with innovative compensation solutions that align with your company’s goals and values.

Infinte Banking

Unlock the power of self-financing by leveraging whole life insurance to build wealth, eliminate debt, and gain financial independence.

Take our FREE assessment today or Schedule a complimentary financial analysis! 

A Few Carrier Partners

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About Simple Options Tennessee

Our tailored solutions give you the blueprint for a secure and prosperous future. Whether you're just starting or restructuring, it's never too early or too late for financial construction.

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SimpleOptionsTN.com

615-788-6238

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