How to Choose the Right Advisor in East Tennessee

Forget the headlines and hype. Instead, ask these essential questions:

  1. Are you a fiduciary at all times?

  2. How do you get paid—and are there any hidden incentives?

  3. What services are included in your planning process?

  4. Will I work directly with you, or be passed off to someone else?

  5. How often will we revisit and update my plan?

A good advisor will be transparent, direct, and consistent in their approach.

Contact us to learn more

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What Does Boutique Wealth Management Really Mean?

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Financial Coaching for Clarity