WELCOME
The individual investor is met with many choices and challenges when navigating the current financial services environment. New technologies and volatile market conditions make it easy to sit back and push away from the investment table, paralyzed by fear and uncertainty.
You can relax and know that we will provide you with the information and research you need to make a confident decision regarding your current or future portfolio.
Whether you are retired or about to retire, newly divorced or in any other life transition, we will be sensitive to your situation. The road to financial freedom can be long and complicated. Let us create your road map to your financial destination.
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(865) 964-2075
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.