The decisions you make in life have consequences.
Sometimes the decisions that seem short-term easy actually make life more challenging long-term.
Fee-Only Financial Planning for
Tellico Village Residents
Maximize life and minimize taxes in retirement.
Retirement Income Planning
Planning for retirement can be confusing. We’ll help you figure out which accounts to use, when to start pensions or social security, and how to make sure you won’t run out of money. We’ll make your dollars work smarter so you can focus on maximizing life.
Professional Investment Management
With investing, the only goal that matters is yours. We aim to help you maximize your after-tax spendable dollar by focusing on the things you can control such as costs, taxation, and diversification.
Tax Preparation
Your wealth isn’t what you make, it’s what you keep. We’ll plan to help you pay less in taxes now and in the future and handle your tax return so you have more time and money to do what you love.
About Us
We are your guides through complexity to help your journey feel elegantly simple. We keep up with the latest research and trends in financial planning, and we apply them to your unique situation. We’ve removed conflict of interests to position ourselves as educators, not salesmen.
Our Philosophy
Real financial planning is the intersection of life and money. We want to help you maximize your after-tax spendable dollar, so you have more time and money for the things that matter most. That is how you maximize life.
Our Process
It begins with you making good life decisions for you and your family, then we plan how to make it happen tax efficiently. We’ve built a proactive system to stay on top of your planning needs by following an annual service calendar, so you’ll know what to expect from us and when.
As fee-only fiduciaries, we are your advocate seeking only what is in your best interest. We’re educators, not salesmen.
Maximize Your Life
Do you want to maximize your wealth or do you really want to maximize your life? Contrary to the board game LIFE where the richest person at the end wins, my opinion is that you're winning life when you're using your time and money for what is important to you.
Common Investment Mistakes to Avoid
I wish learning how to invest was like learning how to play the piano. When you play a wrong note on the piano, you hear it right away and can quickly fix your mistake.