Tennessee’s Premier Retirement Planning Firm
Your goals and dreams are your own. To make them become a reality, we need to build a plan. We have the knowledge and resources to help you develop a financial plan as your compass for wealth.
Our Mission
We are committed to maintaining fiduciary standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with information, services, and products to help you reach your goals.
“Just as you trust the captain of the airplane, you should trust a financial advisor to guide you to your destination-retirement.”
– Steve Standley
Listen to The Retirement Paycheck Show!
WLAC 98.3 FM/1510 AM
Saturdays | 11 a.m. – 12 p.m. CST
Sundays | 1 p.m. CST
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401(k) X-Ray
To help make sure your retirement is preserved and geared for growth, start your complimentary 401(k) X-Ray today!
Tax-Efficient Strategies
Congratulations! You’ve done a great job of saving for retirement. Our tax-efficient strategies can help ensure you and your family manage your tax liabilities as efficiently as possible. Start your tax savings today!
Preservation Rotation
Click below for info on Preservation Rotation, a strategic plan to not only find areas of growth but also increase preservation against market risk.
Our Services
Tax-Efficient Strategies
Risk Management Strategies
Fee-Based Advisory Services
Income Planning
Legacy Planning
Create a custom plan with Tennessee’s premier retirement planning firm today!
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