White Glove Service for Main Street Investors

Coordinating a team of professionals to manage the key parts financial world

Taxes. Investments. Estate plans. Health insurance.

Each area is complex and impacts the others, but professionals have historically done little to coordinate with areas outside their discipline.

We work hard to take all that complexity and make it simple for you by coordinating each of them. For certain qualifying clients, we may pay local attorneys, CPAs, and insurance specialists to deliver critical counsel that adds key elements to your overall plan. This brings confidence and rest to your financial life and keeps your plan moving steadily forward.


What is a “family office” and where did the idea for it come from? Historians point to John Rockefeller as setting up the first family office. Rockefeller’s fortune warranted hiring a dedicated team of accountants, real estate managers, attorneys, investment managers, and concierge specialists. The family office managed all the areas involved in the family’s wealth.


We call our offering Family Office Lite™ because our clients rarely need foundation management, real estate management, or concierge services. As a result, we focus on delivering the primary components of the family office (financial planning, investment, tax, insurance, estate planning), creating more space to allow you to do what you love.

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If you want a relationship that does more, let’s talk.

Schedule a meeting

Retirement Planning Services

9729 Cogdill Road
Suite 302
Knoxville, TN 37932


(865) 220-9311
Team@ConfidenceAndRest.com

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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