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  • 9729 Cogdill Road, Suite 302, Knoxville, TN 37932
  • TEL.865-220-9311

Services

People engage our services in a number of different arenas, but at each touch point our goal is the same: we want to make people’s lives more fulfilling by helping them plan for and manage their financial futures better.  We strive to provide the highest hands-on level of service possible for our clients… honoring God, our families, and the clients we serve in all that we do. Our clients engage us for...

Retirement Planning

Successful planning is much more than accumulating assets, it’s about connecting your wealth with your values so that you can do what matters most to you. Learn more …

Investment Management

Without a coherent and thoughtful plan, most investors garner inferior rates of return and experience increased psychological angst. Our process addresses these challenges. Learn more …

Life Transition Planning

When you come to a life transition, most financial decisions do not need to be made quickly, but entirely disregarding an important one can be harmful. Learn more …

Business Planning

With the whirlwind of activities demanded of owners, few entrepreneurs naturally step back to synchronize their personal and business plans. Our process provides a streamlined approach to aligning business and personal financial priorities. Learn more …