SIMPLIFY YOUR PATH TO

RETIREMENT

your climb starts here.

Get Tax Smart

Utilize our tax planning strategies to keep more money

Lifestyle & Goals

You are going places! We help you reach your goals

Money Mindset & Relationships

Overcome mental blocks and generational curses

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Investing with a plan

Tailored investor profiles and strategies for your portfolio

Video tutorials

Video guides for you to improve your strategy and plans

Guides and checklist

Make better financial decisions with our guides and checklist

EXPERIENCE THE FOLLOWING CLIENT JOURNEYS BELOW.

Public service employees know social security and pensions are not enough. Get expert strategies to achieve financial freedom. Click here for more.

Public service employees know social security and pensions are not enough. Get expert strategies to achieve financial freedom. Click here for more.

Veterans seeking to leverage their VA Benefits to build generational wealth with housing, investing, and tax strategies. Click here for more.

Veterans seeking to leverage their VA Benefits to build generational wealth with housing, investing, and tax strategies. Click here for more.

Business owners and professionals looking to lower their taxes by growing diversified investment portfolios and by utilizing retirement plans and tax planning click here.

Business owners and professionals looking to lower their taxes by growing diversified investment portfolios and by utilizing retirement plans and tax planning click here.

CORE VALUES

We utilize military values that support your mission to achieve financial freedom.

Integrity

You do what’s right for people and you expect transparency and honesty.

We are a fiduciary investment advisory firm that does what’s right even when no one is looking.

Service

Are you looking for someone who respects your time and money?

We put our client’s interest above our own. Plus, we are committed to providing great customer service and community service.

Excellence

As a trailblazer, your talents and skills are excellent.

We are a firm that provides high-quality solutions with technology to improve your financial freedom.

FREEDOM. INVESTING. RETIREMENT

I WILL BE YOUR GUIDE.

Roland McIntyre, CFP® and Air Force Veteran

Roland McIntyre, CFP® and Air Force Veteran

We don’t do hot stock tips or trendy investments. Millions of dollars are lost because of poor financial decisions. We are a fiduciary fee-only firm whose approach is educational, comprehensive, and collaborative.

: How can tax planning reduce financial stress and worry.

: How can I use my assets to build generational wealth?

: How can wealth management grow my investments?

Schedule YOUR interest call today

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(423) 556 – 6727

100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405

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