S Brad Dozier, Attorney at Law
P.O. Box 2787
Brentwood, TN 37024
|Before becoming an attorney Brad Dozier worked with the owners and employees of family-owned and closely held business for more than a decade in the areas of estate, insurance, investment and retirement planning. Brad has earned the Certified Financial Planner professional and Certified Senior Advisor designations and is currently working towards the completion of the Chartered Financial Consultant credential . As an attorney, he works with other financial advisor's to help combine this valuable experience with the ability to design and draft effective and practical legal documents.
Brad has worked with estates of all sizes, being able to put together cost conscious simple estate packages for the young married couple with children as well as drafting more complex tax wise estate plans for high net worth clients. His typical arrangement is not an hourly charge, but rather a flat fee approach based on the amount of work to be done.
Brad's ability to explain and present complex estate and financial planning topics in an understandable as well as entertaining format has put him in high demand as a speaker and instructor to financial professionals and their clients. He has become a regular speaker to more than a dozen Middle Tennessee area senior organizations on topics such as Estate Planning, Identity Theft Protection, Long Term Care/ Medicare Planning and IRA Education. Brad has been a presenter at the local Financial Planning Association annual symposium and and was also a speaker at the 2007 National Christmas Tree Growers Association Meeting.