To pursue lifetime dreams and build a legacy, you must plan with wisdom, clarity, and intention.
We empower our clients with specific financial strategies to help them commit to their goals.
– Retirement Savings & Income Planning
– Financial Planning
– Tax Planning
– Investment Management
– Estate Planning
– Education Savings
Feel free to check the background of our firm on FINRA’s BrokerCheck.
Live Invested®
Do you want to be more intentional with your time, energy and finances? Let’s get crystal clear about your values and vision.
Our Process
After we learn about your goals, your advisor will assess your foundation, learn about your lifestyle, and discuss the shape of your legacy.
Put an experienced advisor on your side.
Fill out this secure form and we’ll reach back out to you within one business day.
For a quicker response, call us! (865) 226-9982
Meet our unique, family-like team.
Financial Education
Women: What is Your Money Purpose? Ep. 1 (Video)
For many women, understanding your purpose for your money can be the key to becoming more engaged in managing your investments. While financial goals are important, they are often too linear, impersonal and can feel restrictive. When you understand the purpose...
How to Set and Keep Financial Goals Ep. 2 (Video)
Written goals are your road map to financial success. Be specific, simple, and realistic and include time frames and dollar amounts. Have some big goals and some small ones. Include a savings plan and an emergency fund. Pay off high-interest debt and control...
Women: You Have What It Takes to Manage Your Money Ep. 3 (Video)
As a woman, you may feel you lack the confidence to manage your money, but in reality, you have all the skills and tools you need. Since the beginning of time women have been caring for others, managing families, paying bills, building careers, and making...
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From Our Blog
September e-news: How We’re Living Invested Right Now
It's a crazy world... September is here and that means the pace of life might have picked back up (if you're working, have kids, or both)! In this month's e-news, a few of our team members explain how they're "living invested" right now, a long term care video,...
Enrolling in Medicare Advantage: What You Need to Know
Now that you have decided that Medicare Advantage is an option worth exploring, you may be wondering what the next steps are to signing up. While the steps for signing up are simple, there are a few key points to remember during the enrollment process. Below is a list...
Back To School In A New Way
Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to school carries unique concerns...