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 WHO’S INVESTING IN YOU?

 
 
 

your climb starts here.

RETIREMENT PLANNING FOR PUBLIC SERVICE EMPLOYEES and BLACK BUSINESSES.

 

 

WHAT IS A PUBLIC SERVICE EMPLOYEE? 

K-12 and University employees

Hospital employees 

City, state, or federal employees

Non-profits and their employees 

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Email Address     

READY TO RETIRE?
READY TO RETIRE?
Renee wants to retire with peace of mind knowing that she will be ok financially. According to Schwab’s 2021 modern wealth survey, only 33% of Americans have a written financial plan. The results also showed us that people with financial plans are more likely to make better financial decisions. 54% percent felt “very confident” they would reach their financial goals, compared with only 18% of non-planners.  Enjoy a free financial review meeting so that you can start making your money work for you before and during retirement.  

 SHARED VALUES 

Integrity

You do right by your family and friends no matter what. You expect transparency and honesty. 

We are fiduciary investment advisory firm that does what’s right even when no one is looking. 

Service

You are a caring person at work, you may even volunteer in your free time.

We put our client’s interest above our own. Plus, we put financial education at the heart of our company. 

Excellence 

Your talents and skills have taken you far but you consider yourself a lifelong leaner.

We seek to provide high quality knowledge, technology, and research for all of our clients.

(423) 556 – 6727

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