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 Comprehensive financial planning software which provides complete cash flow-based planning.

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From The Blog

Five Strategies for Tax-Efficient Investing

Five Strategies for Tax-Efficient Investing

After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments' returns in any given year may be reduced by 40% or more. Here are five ways to potentially lower your tax bill.1 Consider...

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Upcoming Events

Martin Luther King, Jr. Day (Offices Closed)

Reminder: Our offices will be closed today.

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Live Invested with Us – Sustainable Investing

The demand for sustainable investing is growing. We've moved from "why?" to "why not?" Nowadays, investors can seek to achieve a market-like risk & return - with a more sustainable outcome while pursuing your financial goals.

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Free
Schulz Bräu Brewing Company, 126 Bernard Avenue
Knoxville, TN 37917 United States
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Valentine’s Day Luncheon

For our widowed clients. More information coming soon!

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Free
Calhoun’s On The River, 400 Neyland Drive
Knoxville, TN 37902
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