Struble and Company is dedicated to helping you with all of your financial life plan needs.

Their mission is to serve as the first point of contact to their clients and their clients’ families. They strive to build long-term relationships by creating and implementing a financial and estate plan through knowledge of your goals and aspirations.

Their practice is about so much more than investments, and they offer a comprehensive guide to creating your customized financial life plan. Through this, their team helps ensure you have adequate insurance coverage, including life insurance and long-term care, an estate plan finalized, as well as proper beneficiary designations, and that you have the proper Power of Attorney and Health Care Directive in place.

They also offer multigenerational family planning, as their belief is that family financial life plans should not include only one generation.

You are encouraged to bring your family or beneficiaries to an appointment to go over the structure of your plan and how it may affect them, which can be done without disclosing amounts or other private information.

Meet the team

The team consists of Alicia Struble, Jane Swartz, Sarah Beth Reeder, and Kaytlyn Reed.

Alicia is the Registered Principal and Branch Manager, and has been in the business for 15 years. Jane Swartz is a Financial Advisor who has been in the business for 5 years, and works closely with Alicia on planning and investment management.

Sarah Beth Reeder is the Registered Service Manager, and has recently passed her Series 7 and Series 66 securities licensing exams.

Kaytlyn Reed recently joined the team as the Director of First Impressions, and is responsible for the client experience.

Struble and Company is committed to providing solutions throughout your lifetime and legacy by first educating and then collaborating to create a goal-focused financial and estate plan.

If you are ready to start your financial life plan today, please give them a call at 931-410-3030 to set an appointment or fill out their “Contact Us” form at their website.

Their office is located at 2540 Madison St., Suite C, and you can learn more about their practice at www.aliciastruble.com.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.