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If we don’t define enough, we chase more.

Growth is commonly viewed as a metric of success and can become a business's primary motive. To be fair, more growth means you are helping more people with your product or service externally and providing more opportunities for employee advancement internally.

However, when your focus is only on becoming the biggest, you may lose sight of becoming the best.

I started Retire To Tellico, LLC because I wanted to be the best, not the biggest.

I plan to keep my client load lower than the industry average because I believe in giving better service than that defined by the industry average.

I’ve created a service calendar so you know what to expect and when. This proactive service helps you minimize your lifetime taxes and maximize your long-term wealth.

In my pursuit of becoming the best, I’ve chosen to be fee-only to reduce conflicts of interest and I’ve chosen to live by the following 3 core values:

Transparency - You are the only way I get paid; you know exactly how much and how often, and I have no other financial incentive behind any of my advice. Educator, not salesman.

Curiosity - I am committed to life-long learning and improvement. I challenge myself to explore new possibilities, assess all options, and apply the best solution. Deeper, not dismissive.

Empathy - In the age of artificial intelligence and supercomputers, empathy is the uniquely human component of advice. I listen to understand your financial concerns. Care, not criticize.

In my opinion, that is how you become the best, not biggest.