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SIMPLIFY YOUR PATH TO 

Financial Freedom 


 

your climb starts here.

I WILL BE YOUR GUIDE.

Roland McIntyre, CFP® and Air Force Veteran
Roland McIntyre, CFP® and Air Force Veteran

We are a fiduciary fee-only firm whose approach is educational, comprehensive, and collaborative. 

 We don’t do hot stock tips or crypto. We do personalize financial planning that puts you on the Mountaintop.  

 

 FREEDOM. INVESTING. RETIREMENT 

 

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

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


 

 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. 

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(423) 556 – 6727

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