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When It Comes to Wealth Management, There’s No One-size-fits-all

That’s why we believe in a holistic approach to wealth management and retirement planning.

We are retirement planning experts who do our best work with:

Generous Stewards

Individuals who want to bless others with their time, treasure, and talents


Diligent savers with investments over $500K, excluding real estate

Want an Expert

You want to navigate through retirement with an expert by your side

Let’s chat, get to know one another and see if we’d be a good fit.

9729 Cogdill Road
Suite 302
Knoxville, TN 37932

(865) 220-9311

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

Get started today

Fill out this form and we will be in touch to setup a meeting to see how we could be a good fit for you.

Retirement Planning Services

9729 Cogdill Road
Suite 302
Knoxville, TN 37932

(865) 220-9311

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Advisory services offered through Retirement Planning Services, LLC.

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