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What We Offer

How We Work

Serving clients across the United States, we are a fee-only Registered Investment Advisor based in Tennessee.  We work in a consultative manner to understand your needs/goals and make suggestions that you may not have considered to help you grow tax-deferred asset which may reduce your taxes, while advising on fully taxable accounts that may have different objective like maximizing current income.

Our clients include individuals, families, business owners and pension plans.

We are pleased to offer the following services:

Investment Management: working closely with you to reach your specific goals by providing sound investment management to our clients. (click here to learn more)

Retirement Planning Services: whether you are beginning to plan for the future or already retired, our goal is to help you manage and enhance your wealth. We are skilled in providing IRAs, SEP IRAs, and Defined Benefit Plan solutions to our clients to help them defer taxes and build retirement wealth. (click here to learn more)

Police and Fire Department pension and retirement: with a keen understanding of government sponsored pension systems, we work to ensure that you're fully informed of your retirement options. Our expert background in Deferred Compensation (457 plans), Deferred Retirement Option Plan (DROP), and defined benefit pension plans can help our clients to make informed decisions that can positively impact their investable assets. (click here to learn more)

Visit the pages listed above to learn more or contact us.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (562) 433-1400