(865) 226-9982 [email protected]

During the final months of 2019, we’re working with clients on end-of-year financial to-dos, planned giving, and setting new goals. In our communications, we will be talking about investing (diversification, management, risk tolerance, sustainable investing, etc.). We use each season to hone-in on different financial topics in hopes to give you something you can put to use in your financial life.

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