This article originally appeared in the Knoxville News Sentinel’s business column on September 30, 2018. Alright everybody, let’s get around to it. There are all these items on our to-do lists that we keep putting off. Cleaning out the closet, giving away clothes that we haven’t worn in two years, and sorting through that junk drawer that just keeps getting …
We are proud to be listed among the Top Defined Contribution Advisor Firms by the National Association of Plan Advisors. A number of factors went into making this distinguished list, including having three offices in Knoxville, Chattanooga and Tri-Cities, the quality of retirement advice and an excess of $1 billion in defined contribution assets under advisement. We love serving our …
