About

A Partner in Peace of Mind

Cool Springs Financial is dedicated to providing security for you, your family and your business by creating financial strategies with unparalleled benefits.

Cool Springs Life, LLC was founded by a group of insurance, banking and marketing experts. Combined, our leadership team brings more than 200 years of experience to the firm. 

Since the year 2000, our group has been the architect of multiple premium finance platforms with some of the world’s largest financial institutions. These platforms have executed more than $8 billion in transactions, all without any clients writing a premium check. 

We offer financial strategies for high-net worth individuals and small business owners alike when it comes to retirement, employee retention, death benefits, estate liquidity, business succession, buy/sell arrangements, philanthropy and more. The proprietary methods we use mitigate risk for tax-free products. 

With offices strategically placed throughout the country, our seasoned experts are ready to talk to you. 

A team you can trust.

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