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DO YOU WANT

FINANCIAL FREEDOM?

 

WE GUIDE BUSINESS PROFESSIONALS and ENTREPRENEURS TO FINANCIAL FREEDOM WITH our black-owned INVESTMENT advisory firm

WANT TO ENJOY YOUR LIFE NOW WITH wealth THAT can last forever? 

 
 

your climb starts here.

Stock & Bond Market investing done by us for you.
Benefit from financial investments and tax savings by a fiduciary financial advisor.
Develop a business plan for your money so you can spend with purpose and peace of mind.
Protect your assets and reduce your liabilities.
Tax planning to save money now and later
Utilize money strategies that will help you now and in retirement.

 

$967,000 

This is the National Average for one person to retire comfortably.

 

 

It's time to get your financial house in order.

It's time to get your financial house in order.

People with financial plans make better financial decisions. 54% of people who get a financial plan feel “very confident” they can reach their financial goals, compared with only 18% of non-planners. 

 
  •  If you are looking for fast money, hot stock tips, and cryptocurrency strategies, you are in the wrong place.
  • If you are interested in long-term investing for financial freedom by utilizing personal finance advice and investment management, you are in the right place.
  • If you are a business professional or entrepreneur with a family household income over $100,000 a year or a family with investment/retirement accounts combined over $50,000 you are in the right place.
Schedule YOUR interest call today

 CORE VALUES 

Built for the culture

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

You are looking for a black financial advisor who can help you with this next phase of your life.

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 considered excellent.

We are a black-owned investment advisory firm that provides high-quality solutions with technology to improve your odds of achieving financial freedom. 

Roland Mclntyre sits at his desk (Caleb Stambaugh)

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(423) 556 – 6727

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

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