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DO YOU WANT 
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 don’t fear the mountain, we focus on the movement.  Do financial decisions feel like a mountain of stress and worry? Let’s work together to design a plan that brings you peace of mind and takes the burden off your shoulders.

 

  WE CREATE FINANCIAL FREEDOM FOR PEOPLE WHO HAVE SERVED OUR COUNTRY AND COMMUNITY.

 

  EXPERIENCE THE FOLLOWING CLIENT JOURNEYS BELOW.

 

 FREEDOM. INVESTING. RETIREMENT 

 

Get Tax Smart

Utilize our tax planning strategies to keep more money

Vision Boards & Goals 

We create a digital vision board to help you reach your goals

Money Mindset & Relationships

Overcome mental blocks around money, marriage, and mindset

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

Get answers for the next step on your financial journey.  

 

 

 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