Meeting retirement goals with
Integrity and Transparency
We help friends and neighbors throughout East Tennessee and beyond to realize their financial dreams.
Get started in 3 easy steps:
Receive a custom strategy designed to help you reach your unique retirement goals.
Can You Retire If Offered a Buyout?
Not all buyouts look alike. What are the variables that could impact your retirement? This 8-page guide offers six questions you should ask yourself before making the decision to accept or reject your company's offer.
What you'll learn:
- How to determine if you're really ready to retire
- Strategies to ensure you have health care coverage if you're not yet eligible for Medicare
- The potential tax consequences of a buyout
Get to Know Our Team
It is our mission to help individuals and families achieve their ideal retirements.
Meet our founder
It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder
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The Next Step?
For more information about any of the products and services we provide, schedule a meeting today.