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We utilize military values that support your mission to achieve financial freedom.


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. 


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. 


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. 

Maximize VA Benefits

We review your benefits to help you reach financial freedom

Guides and Checklist

Make better financial decisions with our guides and checklist

Money Mindset & Relationships

Overcome mental blocks around money, marriage, and mindset

Veterans Wealth Backpack of RC MW APP Photo

Investment Advice 

Thrift Savings, Roth IRAs, Investment accounts and more.  

Get Tax Smart

Utilize our tax planning strategies to keep more money

Video Tutorials

Video guides for you to improve your strategy and plans


_Soldiers Writing

You’ve served your country with honor, faced challenges most can’t imagine, and earned every ounce of security and happiness in your future. But navigating the civilian world, especially finances can feel like another battlefield. It can be overwhelming, confusing, and downright scary. That’s where financial planning and retirement advice come in – not as weapons, but as a shield, a map, and a trusted guide.

Get answers for the next step on your financial journey.  



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(423) 556 – 6727

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