865.234.9558  |  katherine@strategicwealthplans.com
Learn what goes into the
practice of wealth management
Making a plan could be complicated.
Learn everything you can first.
Making a plan could be complicated. Learn everything you can first.
Once we fully understand your specific situation, we begin to build a plan 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.

Call us today at 865.234.9558