What makes us different?
SERVICE BEFORE SELF
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- We setup, analyze, develop, and monitor investment and retirement accounts.
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- Reduce your tax bill with tax planning
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- Maximize your income from social security, pensions and annuities
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- Personal finance strategies
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- Charles Schwab, one of the largest financial institutions in the world holds our client funds.
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- Protect your family Life, home, auto, disability, long-term care insurance planning and estate development and analysis.
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- We take note of your likes and dislikes to tailor solutions for you.
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- College planning and long-term investing for children.
PRICING
Review our solutions that will maximize your security, confidence, and financial freedom.
Wealth Management
Starts at $3,600* per year for families Starts at $2,100* per year for individuals *Based on complexity, payment plans are available*
Investment Management
Starts at 0.75% -1.25% of your family's investable assets at our firm. For example, on a $100,000 investment account that's a $83.33 monthly deduction from the investment account to cover our investment management services. If the investment account only had $50,000 in it the monthly deduction from the investment account would be $41.67
Before you decide to work with us:
Follow these 3 steps.
1. Schedule and attend your free initial consultation Let's talk to see if our firm is right for you at this time. If so, we'll discuss the next steps.
2. Take The Freedom Assessment In this meeting we start to locate, analyze, and review your financial documents to develop your path to financial freedom and retirement.
3. View your results from The Freedom Assessment We go over your results and explain what they mean in an easy-to-understand way.
LET US BE YOUR GUIDE.
You have done things no one else in your family has done. It took smarts and hard work. Don’t gamble with your hard-earned success. Who is looking after your legacy? Do they understand how far you have come?
We will do a complimentary financial review before we can diagnose what service is best for you. Once we learn about you, your family, and your goals, we can start climbing, together.
Our approach is centered on financial planning, which examines all aspects of your financial life. Throughout our planning process, our goal is for you to feel confident about your journey ahead and empowered to take control of your future.
Your Climb starts here.
(423) 556 – 6727
100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405
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