Tellico Village Residents
Oak Ridge, TN was once known as the “Secret City”. Well, the secret is out. You now live in Tennessee or plan to move here in retirement. Home to the Smoky Mountains and the Tennessee River, you can enjoy an active lifestyle in this scenic region. Not to mention the lower cost of living and no state income tax!
Moving here from out of state is a reason to revisit your estate plan since you’ll now be subject to Tennessee Probate Court. We’ll help you get situated with the professionals you need.
Together we’ll develop a plan that helps you maximize income and minimize taxes so you have more time and money to maximize life.
Retire To Tellico is a proud sponsor of the Tellico Village Pickleball Club.
Mindful Retirees and Pre-Retirees
My YouTube channel, Refine Your Plan, has introduced me to retirees across the nation. I do my best work for those who are mindful of aligning their time and money with what's important to them.
Perhaps you're worried about type 1 plan failure, running out of money, or type 2 plan failure, dying with too much.
Here are some common scenarios clients find themselves in before working with us:
- Wondering if you can financially afford to step away from full-time work
- Seeking a trusted resource to guide your spouse in your absence
- STRUGGLING to spend any money at all because you can't unlearn 40 years of saving
- Monitoring investments regularly when you'd rather be playing pickleball
If you think this sounds like you, then please schedule a free consultation because we can help.