FAQs
How do I schedule an appointment?
You can always call us directly at 423-315-1441 or use the links below to schedule an appointment with an advisor. If you would like to meet at our Knoxville location, please call 423-315-1441 to schedule.
What services do you offer?
We offer comprehensive financial planning and believe that each individual or family should have a written financial plan. Our services include investment management, risk management, preparing for retirement, income planning, estate planning, small business and 401k planning, charitable giving, healthcare planning and tax planning.
What can I expect at our first meeting?
The first meeting is for us to get to know you, and for you to get to know us. We want to hear from you; we invite you to bring your questions. If you are like many who don’t even know what to ask - that’s okay too! We have a series of topics we like to discuss at this first meeting and we’ll walk you through that process. You can rest easy — our meetings are no pressure, no obligation, and educational!
Is there a cost to our meeting?
We offer a no obligation complimentary consultation, so we do not charge for an initial appointment or for a second opinion. At our first meeting, we will openly discuss any fee that would be incurred if we work together.
Are you fiduciary advisors?
Yes, our team of financial advisors are independent fiduciaries who work directly for our clients.
What do I need to bring with me to my first appointment?
It is helpful to have the following information when we meet for the first time: a summary of your current income and expenses, current account statements (401ks, IRAs, Roth accounts, brokerage accounts, etc.) as well as any insurance policies, annuity contracts, pensions, or other related accounts.
Where are you located?
Our main office is in Chattanooga at 7110 East Brainerd Road, Chattanooga, TN 37421. You can enter the building through the large wooden front door that faces East Brainerd Road. We are half a mile off I-75, exit 3.
Our Knoxville office is located at 200 Prosperity Place, Knoxville, TN 37923. To schedule an appointment at this location, please call us at 423-315-1441.
Can you accommodate those needing wheelchair access?
Absolutely; we are wheelchair accessible and happy to accommodate those who cannot use stairs and need to enter our building on street level.
How much money do I need to work with a financial advisor and do you have minimums?
We do not have minimums to work with us. We believe people in all stages of life and financial situations should have access to sound financial advice, regardless of their current situation.