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  • TEL.865-220-9311
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  • Serving Our Clients

    Whether you are building wealth, transitioning into retirement, or planning for your business, our objective is to provide wise counsel, establishing a long-term relationship built and earned on the solid foundation of trust.

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  • Resources

    Financial planning involves the integration of many different disciplines. Tax and estate planning, insurance selection, and investment management are just a few of the important arenas to consider.

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Helpful Content

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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