The mission of Servant Advisors Group is to make retirement as financially stress-free as possible with our “Servant Retirement Plan.”
Our team helps clients work toward confidence in their financial futures. We do this by fostering strong relationships and persistent follow-up to ensure clients have a financial strategy that adjusts to their changing needs. Here at Servant Advisors Group, we believe our clients deserve the benefit of our collective experience to pursue their goals in retirement.
Our philosophy is a simple one: “If you serve first, everything else will take care of itself.”
Dan Groben is co-founder of Servant Advisors Group and a Registered Investment Adviser. After working for such leading companies as Pepsi-Cola and Ernst & Young, Dan started consulting with small businesses, which slowly led to helping clients develop exit strategies, prepare retirement plans and address individual financial needs. Dan concentrates on serving clients by helping them with their asset management with risk reducing strategies and income planning needs.
Dan holds the Series 6, 63 and 65 securities designation as well as a life and health insurance license in Tennessee, Arkansas and Mississippi. He has a Bachelor of Science degree in industrial engineering from the University of Rhode Island, as well as an MBA in finance from Pace University. He has been published or quoted on Fortune.com and CNNmoney.com.
Dan lives in Memphis, Tennessee, with his wife, Mary, and three children, Christopher, Patrick and Bridgette. He is an active member of his community with church organizations, the Chamber of Commerce and St. Jude Children’s Research Hospital.
Philip Menard is co-founder of Servant Advisors Group and an insurance professional. He has more than 25 years of experience in the insurance and annuity industry and holds a Bachelor of Arts degree in finance from Southern California College. He also holds life and health insurance licenses in Tennessee and Mississippi and has been published or quoted on Fortune.com and CNNmoney.com.
Right after college, Philip joined the financial services industry, focusing on tax efficiency and asset protection, and partnering with such companies as Mass Mutual and Municicorp. Today, Philip focuses on clients’ life and estate planning needs as well as income planning. Additionally, Philip assists clients with health insurance, Medicare and long-term care.
Philip lives in Olive Branch, Mississippi. He and his wife, Teressa, have five adult children: three sons, Christian, Keean and Ethan, and two daughters, Brittany and Ashleigh. Philip is a proud “Poppi” to Jaxson, Britlyn and Ryann. He is an active member of his community with St. Jude Children’s Research Hospital and is a student ministry leader at Central Church in Collierville.
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 901.922.6001 today!
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.