Professional Financial consulting

Taking Financial Strategies to New Heights
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Our Consulting Services

We are in the business of helping people. We help individuals and families save money. We help businesses reduce needless risks. We help families preserve and protect their financial future.




Performance Analysis

We consistently take a personal approach with every client to determine their needs, goals, and dreams. We then determine through analysis if their current strategy will lead to realistically reaching their goals.

Financial Consulting

We build relationships, teach financial balance, offer safe money solutions, and teach a strategy of sustainable financial security with honesty, integrity, and service.

RoadMap & Planning

We develop a retirement income financial plan that maximizes assets, minimizes taxes, and guarantees the most inflation-adjusted income possible utilizing the fewest amount of assets.



 What Others Do…


Look at your risk propensity and determine how much risk you’re willing to assume. Then, attempt to match that with a risk tolerance investment that will hopefully over time perform to your satisfaction.

They also attempt to manage poor performers and replace them over time with better performers so that hopefully when you retire they have picked the right investment products.

What We Do…


Our team focuses on minimizing your losses. We endeavor to identify the money that you have no idea you’re losing because you likely don’t completely understand how wealth management works. You incur no expense for our team performing this analysis because we cannot charge a fee. Once we have identified this money, you do not have to increase your risk tolerance in your current portfolio to enjoy this new found money.

The remarkable aspect of what it is we do for our clients is that once we have identified this lost wealth it will come back to you year after year.

Our immediate goal is to identify several of these inefficiencies in wealth accumulation models and simply stop the bleeding. We then recapture the money you had no idea you were losing add it back to your accumulated wealth using a strategy the IRS has endorsed for over 100 years so for the rest of your life you can buy everything you want to buy and never pay another federal income tax again.

Our financial strategists will focus on the WHY rather than the WHAT and always identify the PROBLEM in order to offer a SOLUTION.


tax free retirement

Solid Strategies for a Tax Free Retirement

Does the idea of a tax-free retirement sound appealing? If so, you're not alone.  With taxes on your income and investments as well as an ever-increasing life expectancy, it's more important than ever to know how to avoid paying taxes when you retire.  This article...
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Remarkable! Use Permanent Life Insurance in Retirement

How to use permanent life insurance in retirement planning. Once you become an empty-nester and had your mortgage-burning party, you might decide that you don't have to keep your life insurance anymore. Maybe, or maybe not. If your life insurance was purchased solely...
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Whole Life Insurance – A Battery of Benefits for a Lifetime

Whole life insurance benefits and rewards. Whether you are anticipating an eventual market crash or even a collapse of the economy, whole life insurance is one particular insurance product that should occupy your toolbox for financial survival. Not just survival,...
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Indexed Universal Life – Advantages and Disadvantages

Indexed Universal Life Insurance (IUL) is comparable with traditional Universal Life. However, there are several additional benefits that make IUL a more efficient investment tool. When it comes to IUL, the policyholder may choose to invest in a fixed account or into...
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How Safe Are Annuities?

The sweeping concern for most is the long-term security of insurance carriers.  More people are concerned with the financial competence and stability of the insurance companies, especially since the stock market crash of 2008, so how safe are annuities? However,...

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73 College Street
Suite C
Monteagle, TN 37356
(800) 595-1130