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We provide financial advice and action plans for you to get clarity and control of your future.

The following are the type of challenges we clear up for our clients:

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Can I retire with $2,000,000 saved?

What should I do with my 401k? What happens if the stock market crashes?

I've been investing for years. How can I retire by the time I'm 55 or earlier?

How can I maximize my bonus to reach my retirement lifestyle sooner rather than later?

When does a Roth conversion really help me save tens of thousands of dollars?

Should my spouse start social security at 62?

How many overseas trips can I comfortably take per year.

Can I cover my kid's dream college and retire by the time I'm 65?

We are a fiduciary financial planning firm that doesn’t accept commissions from the financial industry.

We offer flat fee and or assets under management investment advisory services.

Retire sooner rather than later

Your retirement will look completely different from your parents. Let’s design a future that makes sure you get the most out of your life.

Don't overpay for your children's college if you don't have to. It doesn't have to ruin your retirement plans.

That hurts your lifestyle and legacy. We can cut your college cost and save you money by reviewing your FAFSA, CSS Profile, finding scholarships, grants, and the right investment vehicles.

Make better financial decisions

Are you investing for your family in an IRA or something else? Our recommendations are built for all of your investment and retirement accounts.

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We create a clear, actionable roadmap to:

Secure Your Retirement: We’ll build a solid retirement plan that won’t be derailed by stock market dips, home repairs, tuition bills, ensuring you have the freedom to enjoy your life now and in retirement.

Fund College with Confidence: We’ll help you save for children or grandchildren’s college. You’ll have more money in your pocket and have tax-efficient ways to invest so you can lower the cost of a high-quality education.

Create Clarity: We’ll simplify your complex financial picture into one connected strategy.

It’s about having a clear plan that allows you to achieve your most important goals without compromising your family’s future.

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