Wealth Management That Runs on Relationships

Retirement planning and wealth management aren’t just about portfolios and assets; they’re about people and aspirations.

Do you feel at rest with your financial plan?

If not, you are not alone! At Retirement Planning Services, we collaboratively build financial plans unique to your goals and dreams. We learn about the people, causes, and activities that you are passionate about. It is our joy to walk with you as you plan for your financial future.

Gain Confidence at Every Step of Your Financial Journey

Navigating stewardship through the second half of life.

Approaching Retirement

This is the best time for us to help you construct a robust financial plan.

In Retirement

Experience a fulfilling season doing things you enjoy with people you love.

Life Transition

Don’t let a major change in your career, marital status, residence, or health derail your finances.

We are here to help.

Wealth can be complicated, but it doesn’t have to complicate your life.

At Retirement Planning Services, we align your wealth with your values through: financial planning, investment management, tax planning, health insurance, estate planning, and social security and pension plan optimization.

The result is one cohesive financial and retirement plan to guide and protect you.

Get started today…

Fill out the form and we will set up an insight call to see if we’re a good fit.

Contact Us

4533 Papermill Drive
Suite 101Knoxville, TN 37909

(865) 220-9311
team@confidenceandrest.com

Mon - Friday: 8:30 AM - 4:00 PM

If you’re ready to think beyond money, let’s talk.

Faith and Finance?

At Retirement Planning Services, we are honored to serve clients from a broad range of worldviews and spiritual backgrounds. Our focus is always to give you top-flight counsel to help you align your wealth with your core values.

For those interested in exploring financial stewardship through a biblical lens, we host a podcast called Second Half Stewardship. Our episode on '7 Principles of Biblical Stewardship' offers valuable insights that unpack a biblical worldview. It's a great starting point to see how timeless wisdom can apply to modern financial planning.

Ready to listen? Visit secondhalfstewardship.com and discover how these principles might enhance your approach to managing resources.