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Joseph Budd, CFP
  • Male
  • Franklin, TN
  • United States
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Joseph Budd, CFP's Page

Latest Activity

Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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First Tuesday Mastermind with Billion Dollar Repairman, Jim Patton at Corky's in Brentwood

May 1, 2012 from 11:30am to 1pm
Our First Tuesday Mastermind Luncheon for May will feature a presentation by Jim Patton.  Jim is the founder of KPAC Solutions, a private equity firm that acquires distressed manufacturers and turns them into profitable manufacturing powerhouses.  Jim has documented the history of his growth from HVAC repair technician to…See More
Apr 30
5 Comments
Matthew Miller commented on Joseph Budd, CFP's event 9 Mistakes When Saving For Retirement
"Can't wait to be there!"
Apr 9
Matthew Miller is attending Joseph Budd, CFP's event
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9 Mistakes When Saving For Retirement at Brentwood Library

April 12, 2012 from 1pm to 2pm
What are the most common mistakes made when planning for retirement and how to prevent from making these mistakes yourself.  Presenter Joseph G. Budd, CFP, Managing Partner with Budd Melone & Co. Financial Consulting Group will answer your questions as well. Please RSVP to the library linkSee More
Apr 9
1 Comment
Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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Mastermind Luncheon at Corky's in Brentwood

April 10, 2012 from 11:30am to 1pm
Mastermind luncheon for CEOs, entrepreneurs, business owners and business professionals. Join us as we help each other find business solutions, solve problems, offer guidance, make valuable introductions and build teams. Enter into our space in a spirit of cooperation. Be prepared to tell who you are, what you do, and what you need next to move your business forward. Due to the response to our Mastermind Luncheons, Members who RSVP will be given priority in presenting what they need next. …See More
Apr 9
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Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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First Tuesday Mastermind with Small Buck Web Design at Corky's in Brentwood

April 3, 2012 from 11:30am to 1pm
Our First Tuesday Mastermind Luncheon for April will feature a presentation by Donald Rush and Matt Miller of SmallBuck.com.  In today's changing business environment, building relationships is critical to a business' success.  The guys from SmallBuck will show us how an effective business website can be one of our best tools for building long lasting relationships and providing stellar customer service.The presentation will be approximately 30 minutes with an additional 10 minutes for Q&A.…See More
Apr 2
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Alana Bryant, CPA and Joseph Budd, CFP are now friends
Mar 27
Joseph Budd, CFP updated their profile
Mar 27
Joseph Budd, CFP posted events
Mar 27
Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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Mastermind Luncheon at Corky's in Brentwood

March 27, 2012 from 11:30am to 1pm
Mastermind luncheon for CEOs, entrepreneurs, business owners and business professionals. Join us as we help each other find business solutions, solve problems, offer guidance, make valuable introductions and build teams. Enter into our space in a spirit of cooperation. Be prepared to tell who you are, what you do, and what you need next to move your business forward. Due to the response to our Mastermind Luncheons, Members who RSVP will be given priority in presenting what they need next. …See More
Mar 26
0 Comments
Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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Mastermind Luncheon at Corky's in Brentwood

March 20, 2012 from 11:30am to 1pm
Mastermind luncheon for CEOs, entrepreneurs, business owners and business professionals. Join us as we help each other find business solutions, solve problems, offer guidance, make valuable introductions and build teams. Enter into our space in a spirit of cooperation. Be prepared to tell who you are, what you do, and what you need next to move your business forward. Due to the response to our Mastermind Luncheons, Members who RSVP will be given priority in presenting what they need next. …See More
Mar 19
1 Comment
Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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Mastermind Luncheon at Corky's in Brentwood

March 13, 2012 from 11:30am to 1pm
Mastermind luncheon for CEOs, entrepreneurs, business owners and business professionals. Join us as we help each other find business solutions, solve problems, offer guidance, make valuable introductions and build teams. Enter into our space in a spirit of cooperation. Be prepared to tell who you are, what you do, and what you need next to move your business forward. Due to the response to our Mastermind Luncheons, Members who RSVP will be given priority in presenting what they need next. …See More
Mar 12
1 Comment
Joseph Budd, CFP posted an event
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7 Financial Outcomes Every Family Must Be Concerned About at Brentwood Library

March 22, 2012 from 6:30pm to 7:30pm
Key questions you must address, for your life, family, and financial well being.  Everyone has a unique situation but all of these questions need to be addressed one way or another by a family.  Going through this thought process will arm you and your family with the information that will be needed in the future.Joseph G. Budd is a Managing Partner and CERTIFIED FINANCIAL PLANNER with Budd, Melone &Co.See More
Mar 5
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Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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First Tuesday Mastermind with CEO Nashville Founder Vinny Ribas at Corky's in Brentwood

March 6, 2012 from 11:30am to 1pm
Our First Tuesday Mastermind Luncheon for March will feature a presentation by Vinny Ribas.  Vinny was the founder of CEO Nashville and is now CEO of Indie Connect, a worldwide business club for serious independent musicians, singers, bands, songwriters, record labels, music professionals and service providers.  Vinny will be helping our members focus on working on their business, not just in it.Vinny's presentation, 12 Steps For Turning Your Small Business Into A Big Business, will be…See More
Mar 5
1 Comment
Joseph Budd, CFP is now friends with Mac McCreary, shelly stemple, Ron Hebert and Alan Bishop more
Feb 22
Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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Mastermind Luncheon at Corky's in Brentwood

February 21, 2012 from 11:30am to 1pm
Mastermind luncheon for CEOs, entrepreneurs, business owners and business professionals. Join us as we help each other find business solutions, solve problems, offer guidance, make valuable introductions and build teams. Enter into our space in a spirit of cooperation. Be prepared to tell who you are, what you do, and what you need next to move your business forward. Due to the response to our Mastermind Luncheons, Members who RSVP will be given priority in presenting what they need next. …See More
Feb 20
0 Comments
Joseph Budd, CFP is attending Tim Cummings, PE, AInstIB's event
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Mastermind Luncheon at Corky's in Brentwood

February 14, 2012 from 11:30am to 1pm
Mastermind luncheon for CEOs, entrepreneurs, business owners and business professionals. Join us as we help each other find business solutions, solve problems, offer guidance, make valuable introductions and build teams. Enter into our space in a spirit of cooperation. Be prepared to tell who you are, what you do, and what you need next to move your business forward. Due to the response to our Mastermind Luncheons, Members who RSVP will be given priority in presenting what they need next. …See More
Feb 13
3 Comments

Profile Information

Company
Budd, Melone & Co. Financial Consulting Group
Industry
Financial Planning
Your Role
Managing Partner
Years in Business
over 10
About Me
I have a Bachelor's Degree with a major in Finance from Walsh College of Accountancy. I've obtained the CERTIFIED FINANCIAL PLANNER and ChFC designations through the American College in PA. I've earned a Masters Degree in Financial Planning and Services from the American College. I own and operate a financial planning practice in the area and have a wife and two children.
About My Business
We provide comprehensive financial planning and fee-based investment management for families, business owners, and executives. Our focus begins with the client's goals. Our firm is independent and our only allegiance is to our clients. We work with CPAs and Estate planning attorneys to executive the financial plans for our clients.
What do you need next? (include today's date)
I'm looking for networking with other business owners and professional advisors in the community.
Website Address
http://www.buddmelone.com

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