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WE PROVIDE DIRECTIONS TO FINANCIAL FREEDOM.

 

your climb starts here.

 FREEDOM. INVESTING. RETIREMENT 

 
Roland McIntyre, CFP® and Airforce Veteran

Roland McIntyre, CFP® and Airforce Veteran

 

“As a CERTIFIED FINANCIAL PLANNER™ professional, you may think I tell people how to spend their money. In reality, I work together, with clients, to design a pathway to reach the things they truly value.”

 
Veterans 

Veterans 

Public Service Employees

Public Service Employees

                          Small Business Owners 

                          Small Business Owners 

Get answers for the next step on your financial journey.  

 

 
Tax planning to save money now and later
Can I travel now and prepare for retirement? How much money do I need?
Develop a business plan for your money so you can spend with purpose and peace of mind.
Should I buy or sell my house? Should I pay off my mortgage or invest?
Stock & Bond Market investing done by us for you.
Where should I put my money? How much can I take out?

 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

You are looking for someone 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. 

Schedule YOUR interest call today

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(423) 556 – 6727

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

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