Opening Page

WHAT'S IN IT FOR YOU ?

Generally,
after a single visit,
we find ways to make or save our clients hundreds or thousands of dollars from just a single idea.

This is accomplished through
a FREE,
NO-OBLIGATION,
NO-PRESSURE-TO-DO-ANYTHING-APPOINTMENT,
which includes a free gift.

You have nothing to lose and
a lot to gain.
So give us a call and
compare financial ideas.

WELCOME TO
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,
self-employed individuals,
and businesses
with fewer than 51 employees.

WHERE 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

and more

We’ve all heard the old Benjamin Franklin adage “Nothing is certain in life but death and taxes.”

Well, here’s another important certainty: retirement!

At some point, you’ll either:
1) want to retire,
2) be forced to retire by your employer, or
3) need to retire because of health problems.

Unlike death and taxes, however, retirement can be something to look forward to — if you plan ahead.

Planning for the inevitable really isn’t as painful as you might think, and it doesn’t have to rely on “cookie cutter” wealth-building strategies. This is where I can help both individuals and businesses.

Unlike many advisors, I use a different approach to investing, one that lets you reach the same goals with less money out of your pocket — and without the risk of traditional retirement strategies. One of the things people often tell me after I share my ideas is, “Wow! This makes perfect sense. Why didn’t I hear about this before?”

If, on the other hand, you’re more comfortable with traditional methods of preparing for retirement, I can help with that too. It’s your choice.

Ready to have peace of mind about your retirement?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 retirement and current lifestyle. You can also check out the articles and videos on this website.

Or you can save time and contact me.

No matter your stage of life, I 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?

I offer creative solutions to improve your wealth in areas such as:
Mortgages
Health and life insurance
Medicare supplements and Medicare Advantage plans
Medicare prescription drug coverage
Accidental and supplemental insurance
College tuition funding
Pensions and retirement plans
Special insurance for business people
Dental insurance
Disability and long-term care insurance

Have you ever calculated how much you need to save to reach your financial goals?

I will do exactly that for you. For free! Talking to me costs you absolutely nothing. If you’re ready for a complete financial check-up —no strings attached — contact me at 423-227-5401. You have nothing to lose.

The sooner you start, the less it will cost you each year to reach your goals. That’s because you’ll be tapping into the incredible power of what Albert Einstein called “the Eighth Wonder of the World”: compound interest.