Bryan Powell

Office: Knoxville
1225 Weisgarber Road
Suite 180
Knoxville, TN, 37909
Direct: (865) 246-1680

Contact
bryan.powell@continuumpp.com
Direct: (865) 246-1707
Fax: (865) 246-1755

Find me on LinkedIn
Download my vCard

Our Partners- Bryan Powell

Many people just do not have the time or expertise to devote to making financial decisions at turning points such as buying their first house, starting a family, job changes, retirement, and other important points in life. Our job is to help you weigh the pros and cons and choose a path to meet your family’s goals.

When people first come to us, they have a lot of concerns. They may feel crippled and controlled by their debt, don’t know how much to save and what savings vehicles to use, or are confused about when is a good time to invest. They also may have questions like: How will we afford to send our kids to college?

When will we be able to retire? Where will we draw money when we retire and our regular paychecks stop?

We work with our clients to help build peace of mind from knowing they’ve addressed their financial concerns as a whole rather than looking at each aspect of their financial lives in a vacuum. That gives clients clarity because they know the steps they need to take to help reach their goals.

As a financial planner, developing a long-term relationship with clients is one of the most important steps to helping clients achieve their goals. With the curve balls of life, there is no “set it and forget it” plan. As changes occur in your world, big or small, my job as a financial planner is to take a look at how each decision impacts your planning as a whole, and then help you make the wise choice.

Areas of Expertise:

  • Retirement income strategies
  • Personal protection strategies
  • Debt management
  • Cash flow planning
  • Estate Planning
  • Business succession planning
  • Investment management
  • Education funding

Education:

University of Tennessee, Knoxville
Magna cum Laude, Finance
Certified Financial Planner™

Affiliations:

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.

Let's Look Forward

Click the image below to learn more.
Does it sound like Bryan would be a good fit for you? Give him a call today.

More About Bryan...

Bryan has been a financial planner since 2011. His work at Continuum Planning Partners is focused on developing comprehensive financial plans for individuals and business owners. Each client has a different definition of what financial security is, and Bryan strives to show each client how they can achieve their own financial security. Bryan takes a holistic approach to planning and develops plans to meet clients’ short-term and long-term savings goals as well as their concerns with tackling debt, risk management, and estate planning issues.
Bryan grew up in Knoxville and attended The University of Tennessee, Knoxville, playing on the baseball team for two years and graduating magna cum laude from the College of Business with a concentration in Finance. Away from the office Bryan enjoys golfing, playing sand volleyball, or being outdoors with his wife, Hayley, and their daughter Riley.
Interested in working with Bryan? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.