Services Provided

As an independent firm, we offer a comprehensive range of financial services. Whether our clients are located outside Tennessee or right here in Blount, Loudon, Monroe or Knox County, wealth management solutions are what we are committed to delivering to all our clients.

 

 

 

INVESTMENTS & ASSET MANAGEMENT

We create and put into place investment plans involving securities such as stocks, bonds, mutual funds and other options. We can personally manage your portfolio or assist in the hiring of third-party managers, depending upon the need. Learn More

 

ESTATE PLANNING

We assist our clients in creating plans that provide for their lifetime care, for easy access to their assets and for worry-free distribution of their assets to their heirs and benefactors. We also help maximize the value of assets transferred to heirs and minimize the impact of taxes on the estate. Learn More

 

RETIREMENT PLANNING

Retirement planning can span decades, from starting a retirement fund and maximizing your tax-deferred investments to managing the distribution of assets when you stop working. However, retirement itself can also last decades, which makes planning for it very important. Learn More

 

TAX SERVICES

This is one of our original areas of specialization. Whether you’re looking for ways to reduce your tax burden or you’re simply in need of more expertise when it comes to preparing your return, we can help you navigate these often-challenging waters. Learn More

 

INSURANCE & RISK MANAGEMENT

In reviewing each client’s overall situation, we attempt to uncover potential risks that could prevent the achievement of his or her goals. Areas of risk can range from death, disability and illness, to asset valuation, lack of diversification, income protection and job security. By evaluating these risks, we can make recommendations to prevent their occurrence or at least minimize them. Learn More