Pro Client Guide
Edward "Eddie" Schott
Background and Expertise
With over 25 years as a successful business owner and a focused transition into financial services, Eddie Schott brings a wealth of real-world experience to his role as a licensed life and health insurance agent. His entrepreneurial background provides unique insights into the challenges and opportunities that families and business owners face in securing their financial futures.
Eddie’s journey into financial services was driven by a deep understanding of the importance of financial security, gained through years of building and managing his own successful enterprises. As an instructor with Adult Financial Education Services (AFES), he combines his practical experience with a passion for education, helping clients understand and navigate complex financial decisions.
Professional Achievements
- Licensed Life and Health Insurance Agent
- Certified Instructor with Adult Financial Education Services (AFES)
- Over 25 years of successful business ownership experience
- Active board member for nonprofit organization
- Serving deacon at Smyrna Church of Christ
Specialties
- Family Financial Security Planning
- Business Succession Strategies
- Retirement Income Planning
- Life Insurance Solutions
- Health Insurance Optimization
- Legacy Planning
Philosophy and Approach
Eddie’s approach to financial services is built on the foundation of trust, transparency, and long-term relationship building. Drawing from his extensive business experience, he understands that each client’s situation is unique and requires personalized attention and solutions.
Core principles include:
- Providing secure and reliable financial solutions
- Building lasting relationships with clients
- Educating and empowering individuals and families
- Delivering practical, results-driven strategies
- Maintaining the highest standards of integrity
Current Focus
Eddie’s primary focus areas include:
- Helping families create comprehensive financial security plans
- Assisting business owners in protecting their enterprises
- Developing sustainable retirement strategies
- Creating lasting legacies for future generations
Unique Perspective
Eddie’s combination of entrepreneurial success and financial services expertise offers clients a distinctive advantage. Understanding both the personal and business aspects of financial planning allows him to provide comprehensive guidance that considers all aspects of a client’s financial life.
Personal Life
Based in Murfreesboro, Tennessee, Eddie enjoys a rich family life with his wife and stays closely connected to his two adult sons and their families. His commitment to community service is demonstrated through his role as a deacon at the Smyrna Church of Christ and his dedicated service on a nonprofit organization’s board.
This balance of professional expertise, community involvement, and family values shapes Eddie’s approach to helping clients achieve their financial goals while building lasting relationships based on trust and mutual respect.