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
Raise Money Smart Kids: 9 Step How to with GIFs
Spoiler Alert: Experience is the best teacher. We know, it's easier said than done... but if you want your kids to be comfortable with money and learn to spend it wisely, you'll need to take action. Here's the ultimate guide with some quirky GIFs to make reading it...
Positive Territory
The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health Organization, 27 vaccines are in...
Summer 2020 Print Newsletter
History has shown us that better times will come. Meanwhile, it is our mission to change your financial lives for the better.