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From SMALL BUSINESS to FINANCIAL FREEDOM

 

your climb starts here.

 FREEDOM. INVESTING. RETIREMENT 

 

Money Mindset & Relationships

Overcome mental blocks around money, marriage, and mindset

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

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Video Tutorials

Video guides for you to improve your strategy and plans

Guides and Checklist

Make better financial decisions with our guides and checklist

Investment Planning

Tailored investor profiles and strategies for your portfolio

Get answers for the next step on your financial journey.  

 

 
Reduce your tax bill with tax planning
Save on taxes
Develop a business plan for your money so you can spend with purpose and peace of mind.
Prioritize what's important to you
Stock & Bond Market investing done by us for you.
Make meaningful progress on your goals

Freedom can come before or during retirement.

Roland McIntyre, CFP® and Air Force Veteran

Roland McIntyre, CFP® and Air Force Veteran

Remember, the American dream isn’t just a distant horizon; it’s a journey with many paths.

I will be your guide.

“As a CFP® (Certified Financial Planner professional), you may think I will just tell you how to invest your money. In reality, we work together, to design a pathway to reach the things you truly value.”

 

 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. 

Schedule YOUR interest call today

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

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