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The majority of your wealth is tied up in the business and you have no way out. Someday, because of death, disability, or retirement, you will leave your business. Do you have a plan? Learn more.

You need a team with experience in serving families with special needs. We will create a holistic life care plan, while balancing the needs of everyone in your family. Are you protecting them the best way possible? Learn more.

It’s easy to let our financial plans slip as a priority. You think you’re doing a good job, then look up one day to see that your plan is uncoordinated, with college tuition or a retirement date quickly approaching . Are you on track? Learn more.

9 Questions You should answer when working on your Financial Plan

We’ve all had these questions race through our minds; worried if what we’re doing to protect our family is enough or not. Even with these thoughts, people choose to ignore their financial situation because they are fearful of what they’ll uncover or what lifestyle changes they’ll need to make.
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It doesn’t have to feel that way.

We’ll help you overcome the unknown, make this approachable, set attainable goals, and help you understand how to execute, so you can stay on track.

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Talk to one of our financial planners. Click here to find your new, trusted advisor today.

What if I already work with an advisor?

Find a financial planner to help you clearly define your goals, give you a realistic timeline, and help you get there, one step at a time.
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We specialize in coordinating with your attorney, CPA, insurance agent, property and causality agent, business consultant, and/or family office to coordinate gaps and find opportunities among everyone to provide clarity.

Our planning is individualized to help meet your specific needs and complex situation.

Community Involvement

We take our communities very seriously.

These are just a few of the organizations in which our planners and staff are involved.

  • Martha O'Bryan Center
  • East End Preparatory School
  • ARCH – Appalachian Resource Coalition for the Homeless
  • Autism Society of Middle Tennessee
  • Alzheimer’s Association- Mid South Chapter
  • BrightStone-Helping Adults with Special Needs
  • Chattanooga’s Room in the Inn
  • The Austin Hatcher Foundation for Pediatric Cancer
  • Crown Financial Ministries
  • Disability Awareness Nights in conjunction with local sports teams
  • Down Syndrome Association of Middle Tennessee
  • Hospice of Chattanooga, “Holiday Hearts”
  • Making Strides Against Breast Cancer
  • SCORE International
  • Vanderbilt Kennedy Center
  • Habitat for Humanity
  • United Way
  • Family Promise