Retirement planning and wealth management aren’t just about portfolios and assets; they’re about people and aspirations.
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.
Navigating stewardship through the second half of life.
This is the best time for us to help you construct a robust financial plan.
Experience a fulfilling season doing things you enjoy with people you love.
Don’t let a major change in your career, marital status, residence, or health derail your finances.
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.
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
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.
