Pictures from last week’s Client Appreciation Smokies Game! This past Friday we hosted a fun outing with our clients and friends at the Smokies ballpark! We enjoyed the game, food and the fireworks show at the end! Most of all, we enjoyed the...
“While there are many uncertainties, we know one thing to be true: Everyone’s situation is different. ” Will I receive the amount reflected on my Social Security statement? What happens if I retire at age 60 but do not start collecting until full...
“Rule #1: Eat Whole Foods” Michael G. Conaty was the host of April’s breakfast. He is a Wealth Advisor with over 18 years of experience working in Knoxville. He loves being surrounding by family and friends! He recently visited...
“Most of the time, Knoxville natives are the least in touch with all there is to do here!” Scott Fisher, AAMS®, was the host of March Breakfast With Us. He has 19 years of experience working with the people of Knoxville. His favorite...
“Siri can do a lot more than we thought! Just ask her!” Burt Peake, Jr., CRC® was the host of February’s breakfast! He is a Wealth Advisor with 30 years of experience working with Knoxvillians. He was born and raised in...
“People gain so much hope when they know they are not experiencing something alone.” – Joyce Rupp The Valentine’s Day Luncheon is a special event that we’ve been hosting since 2004. In January, when the magic of the holiday season...