[email protected]

Email for all business inquiries

+1 (865) 770-4151

Call for all business inquiries
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Financial Planning Services in Knoxville, TN

We use our products and services to help you create a unique plan

Our strategic wealth plan experts can help you execute a comprehensive wealth-management plan using the following products and financial planning services in Knoxville, TN. Contact us now to get started!

Expert Financial Planning

  • Comprehensive financial planning or single-issue planning
  • Education planning
  • Protection planning
  • Retirement income planning
  • Defined Benefit Pension and Social Security maximization strategies
  • Estate and legacy Planning
  • Legal planning1
  • Tax planning2
  • Business succession and protection planning
  • Workplace benefits panning (incl. retirement plans and small-group benefits)
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Products, Accumulation
  • Mutual funds
  • Exchange traded funds
  • Stocks
  • Bonds
  • Cash alternatives
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Products, Protection

  • Life insurance
  • Long-term care insurance
  • Annuities
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Strategic Wealth Investments, LLC
CONTACT
865.770.4151
FAX: 865.437.5300
[email protected]
338 Ebenezer Rd.
Knoxville, TN 37923
QUICK LINKS

Investment advisory services offered through Strategic Wealth Investments, LLC. a registered Investment Advisor in the state of TN. Insurance products and services are offered through Strategic Wealth Management. Strategic Wealth Management, LLC and Strategic Wealth Investments, LLC are affiliated companies.

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© 2023

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Have a question? Want to find out more?

Fill out the form below and we will contact you soon.

Have a question? Want to find out more?

Fill out the form below and we will contact you soon.