Investment Planning and Other Financial Services

When contemplating wealth management firms, a number of factors should be taken into consideration. Our customized plan for you will be designed to withstand time and weather the unexpected twists and turns that life may throw your way. Our objective is to utilize wealth management strategies to help you grow your wealth, then protect and preserve it to meet your evolving needs and goals.

Our professional team of Wealth Management Advisors at our convenient West Knoxville office, will work closely with you and help you maintain control of your assets to keep your wealth transference to a minimum, incorporating techniques for limiting tax consequences. Depending on your situation, your customized program may include a blend of traditional investments such as mutual funds, stock market investing, bonds, annuities, life annuities, and other securities at a risk tolerance that meets your comfort level (we realize that at certain periods of your life, you may feel comfortable taking on a greater degree of risk than at other times). Whether it is investment planning, tax planning, business planning, estate planning, or retirement planning we want you to feel confident in pursuing your goals and visions for the future.