Get Started Planning Your Financial Future in Knoxville, TN

Planning Your Financial Future in Knoxville, TN

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What is your level of investable assets?

What is your time frame you are looking at for putting a plan in place?

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Making a plan could be complicated.
Learn everything you can first.

Our Five-Step System

1 Finding A Financial Services Professional

2 Fact & Feeling Finding

3 Strategy

4 Solutions & Executing

5 Ongoing Relationship

Our process starts with the first appointment. Here our financial advisors get to know our client and they get to know us. We go over our process and our philosophies for retirement planning. We also fully disclose how our team is compensated in the first appointment. We’ll collect all necessary documents and provide a proposal.

During the second appointment we go over the proposal and make sure our client understands it. The client is then given time to study the proposal to see if there are any questions or concerns that they may have.

Finally, the third appointment allows the client to express any concerns and have questions answered about the proposal. If the client still feels satisfied and fully understands the proposal, the proposal is executed upon.

Once we fully understand your specific situation, we begin to build a financial planning strategy to suit your needs. Assets fall under five broad categories:

Stocks
Bonds
Cash
Alternatives
Insurance/annuities

Initially, we identify a broad set of diversified asset classes to serve as the building blocks for your portfolio. Our approach also evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification), and inflation protection.

Research has consistently found the best way to maximize returns across every level of risk is to combine assets and allow individual securities to generate alpha.

[email protected]

+1 (865) 770-4151

Fill this out and watch our video to get in touch

1

Finding A Financial Services Professional

2

Fact & Feeling Finding

3

Strategy

4

Solutions & Executing

5

Ongoing Relationship

Contact us today at 865.770.4151