Our Qualifications

We have been working with individuals and businesses in the area since 1980.  With an A+ Complaint Free rating from the Better Business Bureau.

Each of our agents has extensive personal and professional experience.  They are licensed in three states and are Chartered Senior Financial Planners and Certified Elder Planning Specialists.  Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.  Call us Today at 423-847-6700 and set a time to come in for a free 30 minute consultation about your retirement concerns,