Serving Knoxville and Beyond

Written by Proffitt Goodson

ProffittGoodson is proud to serve clients across East Tennessee and throughout Tennessee. We’re not a national chain. We’re not a firm trying to be everything to everyone. We’re a boutique team of credentialed professionals focused on doing right by a select group of clients who value clarity, discretion, and a long-term relationship.

If you're looking for a wealth planner, investment advisor, or financial coach in Knoxville who takes a customized, fiduciary-first approach, we invite you to explore a conversation.

Let’s Talk About What’s Possible

Every financial journey is unique. Whether you're seeking guidance on investment strategy, retirement planning, or financial coaching, ProffittGoodson offers a personalized experience grounded in integrity and strategy.

Want to learn more? Schedule a consultation with our team to see how we can support your goals—without the pressure.

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Featured
Is It a Great Time to Sell? Staying Disciplined When Markets Hit New Highs
Is It a Great Time to Sell? Staying Disciplined When Markets Hit New Highs

When the stock market hits a new high, a familiar question follows: is this a great time to sell? It is a natural thought. After strong gains, many investors worry that a decline is around the corner and wonder whether they should lock in profits before it happens.

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Cold Hard Cash: What It Means and the Role Cash Can Play in Your Financial Plan
Cold Hard Cash: What It Means and the Role Cash Can Play in Your Financial Plan

What is the meaning of cold hard cash? The phrase usually refers to actual money in hand, as opposed to a promise to pay, a check, credit, or an investment that has not been sold. "Cold" suggests something solid and certain, and "hard" points to physical coins and currency. Together they describe money that is real, available, and ready to use.

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Investment Management in Knoxville: How a Disciplined Approach Can Support Your Goals
Investment Management in Knoxville: How a Disciplined Approach Can Support Your Goals

Investment management in Knoxville means more than picking investments. A thoughtful approach starts with your goals, builds a portfolio designed around them, and follows a consistent process through changing markets. For many investors, that discipline can be just as important as any single investment decision.

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Tax Planning Strategies High Net Worth Families May Want to Discuss
Tax Planning Strategies High Net Worth Families May Want to Discuss

Tax strategies for ultra wealthy families often look very different from the tax tips most people read about. As wealth grows, so does complexity. Investment accounts, business interests, real estate, trusts, charitable goals, and multiple generations can all affect how much of your wealth you keep and how much you can pass on.

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Exit and Tax Planning for East Tennessee Business Owners: Where to Start
Exit and Tax Planning for East Tennessee Business Owners: Where to Start

Exit tax planning for business owners is often overlooked until a buyer is at the table. By then, some of the most useful planning opportunities may have passed. For many East Tennessee business owners, the business is their largest asset, and how it is sold or transferred can shape retirement, family wealth, and legacy for years to come.

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Why Do Investors Consider Alternative Investments? Risks, Fees and Liquidity Explained
Why Do Investors Consider Alternative Investments? Risks, Fees and Liquidity Explained

Why invest in alternative investments? It is a question many investors ask after hearing about private equity, private real estate, or hedge funds. Alternatives are often described as a way to broaden a portfolio beyond stocks and bonds. But they also come with tradeoffs that are easy to overlook, including higher fees, limited liquidity, and complex structures.

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Alternative Fixed Income: What It Is and Questions to Ask Before Investing
Alternative Fixed Income: What It Is and Questions to Ask Before Investing

Alternative fixed income has become a common topic in investment conversations. You may hear the phrase used to describe anything from private loans to asset backed investments. But what is alternative fixed income, how does it differ from the bonds most people already know, and what should you understand before considering it?

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What the One Big Beautiful Bill Act May Mean for Your Financial Plan
What the One Big Beautiful Bill Act May Mean for Your Financial Plan

The One Big Beautiful Bill Act is one of the most talked about pieces of tax legislation in years. If you have read the headlines, you may be wondering what the one big beautiful bill act actually changes and whether any of it affects you. The short answer is that it depends on your income, your family, your business, and your goals.

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Tennessee Retirement Taxes: What Future Retirees in Knoxville and East Tennessee Should Know
Tennessee Retirement Taxes: What Future Retirees in Knoxville and East Tennessee Should Know

A move to Tennessee can change your tax picture, but it does not settle your retirement budget. The amount you keep from a pension, an IRA withdrawal, or Social Security still deserves a close look. So do the taxes attached to the home you choose and the purchases you make.

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Wealth Management East Tennessee: What It Includes
Wealth Management East Tennessee: What It Includes

Wealth management brings multiple financial decisions into one planning relationship. Instead of looking at an investment portfolio by itself, wealth management may consider investments, retirement, taxes, estate planning, cash flow, charitable giving, and business interests together.

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Why Tax Planning Matters in Retirement
Why Tax Planning Matters in Retirement

Retirement can create a different tax picture from working years. Income may come from several sources, and the timing of withdrawals can affect taxable income.

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Retirement Advisor East Tennessee: What to Know
Retirement Advisor East Tennessee: What to Know

Retirement changes the role money plays in your life. During your working years, the focus may be saving and accumulating assets. In retirement, investments and other resources may need to support ongoing spending.

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How to Choose a Financial Advisor in Knoxville, TN: Questions to Ask
How to Choose a Financial Advisor in Knoxville, TN: Questions to Ask

Finding the right financial advisor in Knoxville, TN can feel overwhelming. There are many titles, credentials, and fee arrangements, and it is not always clear what they mean. Yet choosing an advisor is one of the most important financial decisions you can make, because the relationship may shape your choices for years to come.

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What Is Fiduciary Wealth Management?
What Is Fiduciary Wealth Management?

Fiduciary wealth management combines broad financial planning with investment management under a fiduciary relationship.

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What Is the Retirement Age in Tennessee? Social Security, Pensions and Timing
What Is the Retirement Age in Tennessee? Social Security, Pensions and Timing

What is the retirement age in Tennessee? It is one of the most common questions people ask as they start planning. The answer is that there is no single retirement age. Instead, there are several important ages that affect Social Security, Medicare, pensions, and retirement accounts. Most of these are set at the federal level, while some pension rules depend on your employer.

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Disadvantages of a Family Trust: What to Consider in Your Estate Plan
Disadvantages of a Family Trust: What to Consider in Your Estate Plan

Family trusts are often described as a smart estate planning tool, and for many families they can be. But what are the disadvantages of a family trust? Like any planning strategy, a trust comes with costs, responsibilities, and tradeoffs. Understanding them before you create one can help you decide whether a trust truly fits your goals.

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Investment Planning East Tennessee: Key Steps
Investment Planning East Tennessee: Key Steps

An investment portfolio is a tool. Before selecting investments, investors need to understand what the money is intended to accomplish.

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Financial Planner vs. Financial Advisor in Knoxville: What Is the Difference?
Financial Planner vs. Financial Advisor in Knoxville: What Is the Difference?

If you are searching for a financial planner in Knoxville, you have probably also seen the terms financial advisor, wealth manager, and investment advisor. Are they the same thing? Not exactly. The titles often overlap, and many professionals provide both planning and investment advice. Still, understanding the difference can help you find the kind of help you actually need.

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Tax Efficient Retirement Planning Tennessee Guide
Tax Efficient Retirement Planning Tennessee Guide

Tax-efficient retirement planning is about understanding how financial decisions affect taxes over time.

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Retirement Planning in Knoxville: A Step by Step Checklist
Retirement Planning in Knoxville: A Step by Step Checklist

Retirement planning in Knoxville often starts with a simple question: am I on track? The answer depends on many moving parts, including savings, income sources, health care, taxes, and your vision for life after work. Breaking the process into steps can make it feel far more manageable.

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Exit Planning Tennessee: Preparing to Leave a Business
Exit Planning Tennessee: Preparing to Leave a Business

Selling or transferring a business is both a business decision and a personal financial event.

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What Is Business Succession Planning?
What Is Business Succession Planning?

Every business owner eventually faces a transition.

The next leader may be a family member, employee, management team, business partner, or outside buyer. Business succession planning East Tennessee owners undertake can help prepare the company and owner's personal finances for that transition.

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Investment Management East Tennessee Guide
Investment Management East Tennessee Guide

Investment management is the process of developing, implementing, and monitoring an investment portfolio. For households, it can include decisions about asset allocation, diversification, cash needs, tax considerations, and portfolio reviews.

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Why Retirement Income Planning Matters
Why Retirement Income Planning Matters

Saving for retirement and creating retirement income are different financial tasks.

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Financial Planner East Tennessee: What to Expect
Financial Planner East Tennessee: What to Expect

A financial plan is useful when it helps answer practical questions. How much should you save? When can you retire? How should investment accounts be structured? What happens to your finances if you sell a business?

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Investment Planning Tennessee: A Practical Guide
Investment Planning Tennessee: A Practical Guide

Investment planning is the process of deciding how investment assets can support specific financial objectives. For Tennessee investors, those objectives may include retirement, business ownership, family wealth, charitable giving, or long-term savings.

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What Is Wealth Planning?
What Is Wealth Planning?

Wealth planning looks at financial decisions across the different stages of a person's or family's financial life.

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Financial Planning East Tennessee: What to Know
Financial Planning East Tennessee: What to Know

Financial decisions rarely happen one at a time.

A retirement contribution can affect taxes. A business sale can change investment needs. An inheritance can create estate and investment questions. A major purchase can affect cash flow.

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What Is Retirement Investment Planning?
What Is Retirement Investment Planning?

Retirement investment planning focuses on how accumulated assets may support spending throughout retirement.

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What Should Tennessee Residents Consider When Planning for Retirement?
What Should Tennessee Residents Consider When Planning for Retirement?

Retirement planning is ultimately a cash flow exercise. The question is not simply how much has been saved, but how savings, income sources, investments, taxes, and spending will work together.

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