COMPARE FINANCIAL IDEAS
We are a financial services firm based in Chattanooga, TN with roots beginning in 1984.
We work with individuals of all ages,
with fewer than 51 employees.
AREAS WE HELP
1. Medicare supplements
2. Part D prescription drug plans
3. Medicare advantage plans
4. Long-term care insurance and solutions
5. Stay-at-home care solutions
6. Retirement accumulation
7. Retirement income maximization
8. Tax reduction strategies
9. Debt reduction
10. Major medical and supplemental plans
11. Guaranteed paycheck or Disability insurance
12. Affordable life insurance
13. Group insurance
14. Dental insurance
15. Declined or expensively rated individuals
16. Qualified & non-qualified retirement programs
17. Wealth transfer maximization
18. Trusts without legal fees
WHAT'S IN IT FOR YOU ?
Survey after survey shows that over 80% of Americans have financial problems. It might be excessive debt, not enough money for a retirement that could last to age 100+, or not enough insurance of various kinds to protect their family IF an emergency occurs.
after a single appointment,
we find ways to make or save our clients hundreds or thousands of dollars from just a single idea.
This is accomplished through
which includes a free gift.
You have nothing to lose and
a lot to gain.
So give us a call and
compare financial ideas.
If you ask 50 different financial advisors what is the optimal way to accomplish a secure retirement and peace of mind along the way, you will get 50 different 'opinions'. Those answers are 'opinions'. Why are they opinions? Because the brightest PhDs in the world have studied these topics. And do you know what they say? Their are not 50 different ways that are optimal. There is one 'optimal' way. It is backed up by math, science, and economic facts.
So when you talk to me about your situation, I will give you the optimal way to do things based on math, science, and economic facts. When your solution comes down to something that is an opinion, I will let you know it is an opinion. Of course, you always decide what is right for you. I only give you recommendations and help you implement it.
One of the things people often tell me after I share our ideas is, “Wow! This makes perfect sense. Why didn’t I hear about this before?”
Ready to have peace of mind about your financial situation?
Then maybe you’re ready for a free, no-obligation financial check-up.
No pressure, no hype and no aggressive sales pitch. Just creative, personalized ideas to help you make the most of your money.
Do you already have a financial advisor? Great. Many of the people I know have more than one. Use us to get a free 2nd opinion.
No matter your stage of life, we can help.
Are you trying to save for your children’s college tuition?
Do you worry you might not be setting aside enough money for your future?
Are you a business owner?
Are you retired or close to retirement?
Are you tired of your account value going backwards?
We offer creative solutions to improve your situation. For free!
Talking to me costs you absolutely nothing.
If you’re ready to talk — no strings attached — call me
at 423-227-5401. You will be glad you did.
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