SERVICES
Service Before Self
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- Evaluate investment accounts: Brokerage, 401k, 403b, 457s, IRAs, and Roth IRAs,
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- Tax planning to save money now and later
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- Retirement income planning for social security, pensions and annuities
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- Debt management strategies
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- Long-term, low turnover, investing strategies.
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- Life, home, auto, disability, long-term care insurance planning and estate planning
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- Investor profile, development, and monitoring.
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- College planning and long-term investing for children.
Evaluate our services and pricing in 3 easy steps.
1. Schedule a phone or virtual meeting Let's learn about each other, to make sure it's a good fit. Then, we discuss the next steps.
2. Attend your free initial consultation meeting. In this meeting we provide a sneak peek of how our advice and services can be valuable for you and your family.
3. Think about it, review your options.
Review our service options that will maximize your security, confidence, and financial freedom.
SERVICE & PRICE LIST
Wealth Management
Investment Management
OR
HOURLY RATE $300*
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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