Retire To Tellico is a distinguished Fee-Only Financial Planning firm, owned and operated by Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. Based in Knoxville and serving the vibrant community of Tellico Village, we specialize in financial strategies that aim to minimize taxes and maximize wealth. Though we’re local and can meet over pickleball or hot chocolate, we operate virtually from a home office to ensure flexibility and dedicated attention to our clients. If you’re a current or future resident of Tellico Village and seeking expert financial guidance, then let’s connect.
Our Guiding Values
While numbers are important in our planning to maximize your after-tax spendable dollar, we believe that financial planning is more than just numbers. It’s about helping you achieve your goals and dreams, while respecting your values and emotions. That’s why we are guided by three core values: curiosity, empathy, and transparency.
Curiosity
We are always learning and improving, striving to be the best, not the biggest. We keep up with the latest research and trends in financial planning, and we apply them to your unique situation. We are not afraid to challenge ourselves and explore new possibilities.
Empathy
We listen to understand, not to judge. We know that money is more than just a tool, it’s a reflection of your hopes, fears, and aspirations. We create a safe and supportive space for you to share your financial story, and we tailor our advice to your needs and preferences.
Transparency
As fee-only fiduciaries, we are your advocate seeking only what is in your best interest. We don’t receive commissions to sell products, which positions us as educators, not salesmen. We explain our recommendations in clear and simple terms, and we welcome your questions and feedback.