What’s Most Important in Your Life?

That one question begins the process of aligning your wealth with your values.

We begin by seeking to understand the people, activities, and causes that bring you energy and life.

This information can’t be found in your portfolio, and it’s not always easy to put into words.

That’s why we get to know you through a series of meetings, listening intently.

We start by working together to clarify what matters most to you. Before getting deeply into projections and strategies, we need to understand what is most precious to you.

Eduction

As our process continues, planning opportunities and questions and tradeoffs begin to emerge. We educate you about tax strategies, estate planning, investment allocation, health insurance, Social Security benefits, identity theft prevention, and more.

A Simplified Plan

Most importantly, we simplify your financial life by bringing all those elements together into a thoughtful plan in simple, human terms and by helping you thoroughly implement each step in the plan. Our Family Office LiteTM offering is the deepest level of simplification and coordination that we provide

Plan your future

Family Office Lite TM

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 simplify all that complexity by coordinating each part. For qualifying clients, we pay local professionals to deliver critical counsel that adds key elements to your overall plan.

Get Started

Meet your team

Spencer
  • CFP®, RLP, CKA, MBA, MDiv
  • Spencer S. Hall
  • President
Vicki
  • Vicki Humphreys
  • Client Services and Marketing Specialist
Melissa
  • Melissa Christopher
  • Registered Client Services Manager
Beth
  • Beth Blair
  • Director of Client Services
Austin Headshot
  • Austin McLaughlin
  • Operations Specialist
Steve
  • Steven S. Hall
  • Founder, Retired
Learn more about your team
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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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