Retirement Planning Services Knoxville Tn


Wmg Financial Advisors Background

Asset Allocation Overview

WMG Financial Advisors was founded in 2004. The principal owner is Dieter William Bergner. Services offered include portfolio management, asset selection, regular portfolio monitoring, retirement plan consulting, financial planning selection of other advisors, retirement planning, education planning and life insurance.

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.

  • CFP®, RLP, CKA, MBA, MDiv
  • Spencer S. Hall
  • Client Services and Marketing Specialist
  • Melissa Christopher

Your Financial Futureour Unwavering Focus

Our financial advisors in Knoxville, TN have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Tennessee and deliver investment management, financial planning, retirement income planning, and tax planning services to local families and business owners.

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Meet The Wealthsource Team In Knoxville Tn

Born into her familys mechanical contracting company, Amy learned about running a business from a young age. Those lessons led her to successful stints in logistics, systems creation, education, and sales. Prior to joining WealthSource, Amy was the Chief Financial Officer and Chief Operations Officer of Heritage Investors, LLC. Before that, Amy served as an Independent Beauty Consultant for Mary Kay, Inc. and later as the National Area Manager, Executive Assistant and Event Coordinator for Lynnea Tate, an Independent National Sales Director of Mary Kay, Inc. In everything she does, Amy strives to create systems, improve processes, and empower people to become the best version of themselves.

Amy holds a Bachelor of Arts degree in History from Liberty University.

Amy is married with three children. In her free time, she enjoys reading, hiking, baking, traveling, music, and fitness.

Retirement Planning Services In Knoxville Tn

Financial Peace University 2020

SuperPagesSM – helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business’s suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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Patriot Investment Management Group Background

Patriot Investment Management Group has been providing investment advisory services since 1992. Patriot is principally owned by Brad Bower, the firms president and CEO. In addition to this list, Patriot also appears our rankings of the top financial advisor firms in the state.

The advisory describes itself as “quarterback” for its clients, coordinating efforts between its accountants, attorneys and any other professionals with whom the firm works. The firm offers asset management, plus financial planning and wealth management. The latter may include:

  • Financial planning
  • Educational funding
  • What Is A Certified Financial Planner

    A financial planner who has been designated as a Certified Financial Planner by the Certified Financial Planner Board of Standards, Inc., has met various requirements laid out by the CFP Board. These requirements and prerequisites include completing financial planning coursework, passing an exam, getting professional experience and more.

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    Retirement Services In Knoxville Tn

    SuperPagesSM – helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business’s suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

    The Nalls Sherbakoff Group Llc

    What does it cost to work with Retirement Planning Services?

    The Nalls Sherbakoff Group is a fee-only firm that is not affiliated with any insurance agencies or broker-dealers. Its clients are individuals, and high-net-worth individuals, although the firm is also open to working with pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. This firm does not require a set account minimum to open or maintain an account.

    The Nalls Sherbakoff team includes designations such as certified financial planner , retirement income certified professional , and certified public accountant/personal financial specialist .

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    Our Retirement Planning Services

    Tax rules regarding retirement plans are complex however. Each benefit plan has specific requirements as outlined by the IRS and not every plan can be used by everyone. For example, contributions limits vary by the type of plan, your income, and your age. Some plans may require withdrawals at a certain age, while others have no age limit. Some withdrawals are taxed at retirement, whereas others are tax free. You’ll need to understand the tax implications of your retirement planning choices.

    That’s why it’s best to use a tax professional like us. When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience.

    Here’s what we do for you:

    Pya Waltman Capital Llc

    PYA Waltman Capital is a fee-based advisory firm, meaning it earns income from sources other than just management fees. The firm’s advisory team includes four certified financial planners , three certified public accountants , one chartered financial analyst and a financial paraplanner qualified professional .

    The firm works with individuals, high-net-worth individuals, pension plans, charitable organizations and corporations. PYW Waltman Capital requires a minimum account size of $500,000 for asset managment and financial planning.

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    Tennessee Valley Asset Management Partners Investment Strategy

    The investment management process at TVAMP begins with honest discussions. These lead to the development of an investment strategy focused on actively managing risk according to a client’s financial goals. From there, the firm researches investment options using a range of methods of analysis, including charting, cyclical, fundamental and technical analysis. A client’s asset allocation is then implemented, primarily with mutual funds and exchange-traded funds .

    The firm regularly monitors and rebalances a clients investments as needed. When markets are up, it says it strives to manage risk. It shifts its focus to asset protection during market downturns.

    What Is A Fee

    New York Life Partner MATTHEW QUICK serving KNOXVILLE, TENNESSEE

    A fee-only financial planner is paid directly by their clients. This is different from financial planners who charge a commission through the products they sell. Typically, fee-only financial planners charge flat rates, hourly rates or a percentage of the assets that they manage for the client.

    In the personal finance industry, the fee-only model is considered to be the most transparent because it puts the clients interest first. Fee-only financial planners are also considered fiduciaries because theyre required to consider whats in the best interest of their client, according to the National Association of Personal Financial Advisors.

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    The Nalls Sherbakoff Group Investment Strategy

    As is customary at many financial advisor firms, The Nalls Sherbakoff Group begins the portfolio management process with the establishment of a client’s investment objectives, risk tolerance and any other relevant financial information. This informs the firm’s investment approach. Nalls Sherbakoff says that it primarily offers advice on equity securities, corporate debt securities, mutual funds and ETFs. It may also advise clients on investments they held prior to opening an account with the firm.

    Like Patriot Investment Management Group, Nalls Sherbakoff does not prioritize tax efficiency in its investment approach unless specifically requested by a client. For help with tax-loss harvesting and other tax-related issues, you’ll need to consult a tax professional.

    Proffitt & Goodson Background

    Proffitt & Goodson was founded in 1986 by Jim Proffitt and David Goodson. The principal shareholders are as follows:

    • David Goodson, managing director and CIO
    • Neil Goodson, managing director, portfolio managemer and chief compliance officer

    Services offered at the firm include money management, financial planning and corporate retirement plan advising.

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    More Financial Advisory Firms In Knoxville Tennessee

    Financial Advisory Firm

    More Firms in Knoxville, Tennessee > >

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    This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted. is a nationwide system of investment advisors and planners. Our members belong to boutique RIA firms as well as big wall street brands. We are not a financial advisory firm and do not provide financial advice. Our advisor-match service is free to the consumers. However, advisors pay a fee to be a member of our network.

    We pre-screen advisors for: – Experience – Advisor Compensation – Licensing and disclosures with SEC.

    We guarantee that, based on fit and availability of advisors in your area, you will be matched with NO MORE than three advisors.

    What Should You Look For In A Financial Planner


    Ultimately, you should hire a financial planner who has the expertise, experience and credentials to help you navigate your finances. You should also make sure you trust your financial planner and can afford their fees.

    As youre evaluating local financial planners, ask yourself the following questions:

    • Does this financial planner charge fair fees and prices?
    • How do they get paid?
    • Will this person act in my best interest?
    • Can I trust this person to handle my finances?
    • Do they have the necessary certifications, education and credentials?
    • Does this financial planner have mostly positive customer reviews?
    • Do they specialize in a topic that I need help with?

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    Tennessee Valley Asset Management Partners Llc

    Next on our list of the top financial advisors in Knoxville is Tennessee Valley Asset Management Partners . This fee-based firm primarily serves individuals, including a small percentage of high-net-worth individuals. The firm also works with pension and profit-sharing plans, as well as charitable organizations.

    A minimum of $100,000 is typically required to open an account, though certain strategies may have different minimums. TVAMP charges an asset-based fee for portfolio management and also offers a wrap fee program through LPL Financial’s Strategic Wealth Management plaform. The firm also has a $300 minimum fee for financial planning and consulting services.

    As a fee-based firm, TVAMP is also a licensed insurance agency. Its employees may work as insurance agents, and they are also representatives of LPL Financial. In these roles, they may earn commissions. Additionally, the firm includes solicitation fees from other investment advisory firms in its fee structure. However, the firm and its employees are bound by their fiduciary duty, so clients can rest assured that the advice they receive is in their best interest.

    The team includes certified financial planners , an accredited asset management specialist and one chartered retirement planning counselor . Notably, the firm’s investment advisor representatives may be either employees or independent contractors.

    What Is The Historical Performance Of Retirement Planning Services

    Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client’s personal financial situation.

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    What Should You Ask A Financial Planner

    When evaluating potential financial planners and advisors to hire, its important to do your research and ask plenty of questions. Here are some questions you can ask before making a decision on who to hire:

    • How much do you charge for your services?
    • How do you set your prices and fees? What is your fee structure?
    • Are you a fee-only financial planner?
    • Are you a fiduciary?

    Life Is A Complicated Journey

    Travis Cullman Wealth Team

    At times, planning for your financial future may seem overwhelming, Financial Planning, IRAs, 401ks, Investment Risk, Retirement, budgets and we could go on. This is where Strategic Wealth Investments can help. We partner with clients to provide financial peace of mind through a process of diligent financial planning. Whether its IRA taxation or Investment risk, we will help you find what fits for you. We are not just looking to work with your investments, we are looking to create a financial plan for you that is living and breathing and updated often.

    Our financial advisor services are never a one size fits all solution. Whether you need to know what to do with your 401K or a comprehensive Financial plan we are ready to help. Instead, we focus on building long-lasting relationships with our clients to understand their life and financial goals in detail to help financial planning be effective. From here, were able to help them create a personalized path to financial security and freedom.

    Clients that partner with our team at Strategic Wealth Investments will enjoy access to a comprehensive lineup of financial planning services. No matter what type of planning youre looking for, its always provided by a knowledgeable and caring financial advisor.

    • Retirement planning.
    • Estate planning.
    • Comprehensive cash flow analysis.

    Working with a Financial Advisor atStrategic Wealth Investments

    Working with a Financial Advisor at Strategic Wealth Investments

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    Rather & Kittrell Investment Strategy

    Rather & Kittrell tailors its investment advice to clients’ unique needs. So like many firms, its wealth management process begins with personal consultations during which the advisor establishes a client’s investment objectives, current financial situation, risk tolerance, time horizon, tax situation and liquidity needs.

    Based on that information, Rather & Kittrell determines an appropriate asset allocation. For its discretionary accounts, the firm typically relies on its model allocations, which offer different risk profiles that range from a focus on preserving capital to achieving aggressive growth. The firm says that its core investment strategy consists of “globally diversified, multi-asset class model portfolios designed to deliver expected long-term returns within well-defined ranges of risk.” In accordance with modern portfolio theory’s assertion that the markets are efficient, the firm primarily uses passive investments in entire asset classes, including managed mutual funds and exchange-traded funds.

    Start By Working With A Trusted Retirement Planning Advisor Servicing Knoxville

    Our team of retirement planning advisors servicing Knoxville, TN have the knowledge and experience to help you create the retirement lifestyle you desire. The first step to a successful retirement lifestyle is listening to your dreams. A dream is simply a goal without a deadline. We take those dreams and create a plan to reach those goals by a certain date. Without a plan, youll get somewhere eventually. It just might not be the place you wanted to end up.

    Our retirement planning advisors know the important questions to ask, will help you prioritize savings and investments, and will point out pitfalls in the financial landscape that could derail your plans. They will make sure you stay safely on the path to financial freedom. We provide retirement planning services near Knoxville, and we have been providing retirement planning advice for clients throughout Brentwood, Chattanooga, Clarksville, Knoxville, Memphis, Nashville for years. By working with one of our retirement advisors, youll have a solid plan to follow and your retirement years will be the best they can be.

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    What Does A Financial Planner Do

    Financial planners have various specialties and backgrounds. Ultimately, they can help you analyze your finances and help you make a plan to reach your financial goals.

    If you need help with your retirement savings, taxes, debt, investments and other aspects of your finances, consider hiring a financial planner near you.

    What Services Can Retirement Planning Services Provide

    Financial Partners of Tennessee

    As a financial advisory firm, Retirement Planning Services can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio .Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. For further detail, see our articles on different types of advisors and financial advisor services.

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    Visionary Horizons Investment Strategy

    Visionary Horizons tailors its investment advice to the needs and objectives of its individual clients. The firm mainly invests client assets in equity securities, corporate debt, municipal debt, certificates of deposit, exchange-traded funds, mutual funds, U.S. government securities and options. When suitable, Visionary Horizons advisors may use private placements and alternative investments.

    As for selecting individual investments, the firm uses fundamental, technical and cyclical methods of analysis, as well as charting, to evaluate securities.

    Retirement Planning Advisors Servicing Knoxville Specialize In:

    • Debt reduction, budgeting, saving, and investing for clients in Knoxville
    • Health care options including Medicare, COBRA, and supplemental medical insurance
    • HSAs Health Savings Accounts
    • Social Security Income laws for Knoxville residents
    • Investments including stocks, mutual funds, IRAs, 401ks and more

    Give us a call. Well start by assessing where you stand currently and then identify the steps you need to take to get you where you want to be when you want to be there. We provide a clear plan with prioritized goals and help you make the right decisions along the way. We are your long-term partner, helping you through every stage of your finances. Well help you make the most of your retirement.

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