fREQUENTLY

ASKED

Do you work with people virtually or in-person?

Both. You get to choose either one each time you schedule a meeting. We can also do over the phone meetings.
What services do you provide?

We responsibly select and manage your investments so you don’t have to. It’s called investment money management. We also provide recommendations through our ongoing financial planning services. Our best service is the Mountaintop Wealth Management Experience because you get to combine the services above and get tax services. For more details go to our services tab or schedule a meeting.
What company has my money?
Do you sell insurance or banking products ?
How does your company get paid?

In the finance industry, it’s called fee-only planning. It means your payment relationship is made directly with an investment adviser firm or financial professional, not an insurance company or brokerage firm. This is important because some (not all) advisors are limited to products at certain companies which may be more expensive to you and less effective solutions. Does your current advisor charge you a commission? You may want to find out. As a fee-only firm, our loyalty is to you. The LA Times explains this in more detail, click here.

(423) 556 – 6727

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