Broker Check

1506 Church Street
Suite 131
Nashville, TN 37203

Molette Investment Services

(615) 627-0968

 
Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries

Molette Investment Services

Our wealth and investment management approach is uniquely tailored to address the complex financial decisions faced by today’s investors. Our independent fee-based model aligns us with our clients and our investment strategy incorporates all aspects of their financial net worth.

As an RIA, we function differently from stock brokers, insurance agents, or certain financial planners who are not bound by law to serve in their clients’ financial best interest. Molette Investment Services has a fiduciary relationship with our clients, similar to many of our clients who maintain that relationship with their patients and clients.

Our services are designed for investors seeking an alternative approach that is aligned with their sole objective of achieving superior risk-adjusted returns on their hard earned money.

See Wealth Differently

Our purpose is to improve financial security for people by providing strategic advice, world-class implementation, state-of-the-art performance benchmarks and a range of objectively researched, institutional-quality investment products.

We deliver our investment programs by joining forces with some of the leading financial services organizations throughout the world.

Many of the world’s most successful organizations depend on our expertise to help build long-term financial security for their business and their employees. We design investment plans of all sizes to suit each of our client’s particular needs.

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Lesser Known Provisions of the SECURE Act

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Rightsizing for Retirement

What does your home really cost?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow