Create a Financial Strategy Together
Dream,
Plan & Enjoy
Purpose Built Planning can help you bring your financial future into focus. Our company leaders explain how it works.
Wealth Distribution
The transition from accumulating wealth to spending it down in your retirement years is difficult. We have years of experience helping clients make their savings last.
Let Tomorrow Begin Today
Planning For
The Future
We bring to the table win-win strategies for your financial goals. Your tomorrow is shaped by your choices today.
The better we know you, the more we can do. Aligning your financial strategy to your goals is what we do.
Financial Analysis
We build portfolios from investment opportunities that balance your unique risk/reward personality.
Wealth Protection
Understanding what your biggest financial risks are and how to protect from them in a sensible way.
Retirement Income
Save enough, spend right and protect it to make it last. That is our approach to solving the most difficult need of investors as they enter retirement.
Win The Future
Acting in Your
Best Interest
LeConte provides advice to our clients not sales pitches. Everything we do is purpose built around you and your family. When you win, we win too.
Financial Planning
Our technology constantly updates your plan as you pursue your financial goals.
Fiduciary Advice
Acting in your best interests "In all matters, at all times." That is our focus and commitment to our clients.
Producing Income
How much income can you rely on? What will Social Security provide? Turning your company savings plan into a retirement income that will last is a daunting task.
Wealth Preservation
Health issues, market risks and taxes are three areas that can have a sudden impact on your financial plans. LeConte has the experience to customize the right solution for you.
Our Latest Articles
Financial Friction
Bad Planning Fosters Bad Service
Think about the last five times you went to a restaurant. Were they reservations for fine dining, a weeknight casual dinner, or a quick fast-food stop? Do you remember how satisfied you were with the service? How would you rate the level of service you received? Your impression of service is shaped largely by the...
Isn’t Everyone A Fiduciary?
Occasionally, I run across a real-life scenario that demonstrates a topic that I struggle to describe by just its definition. That happened to me recently in dealing with a new client. We explain to our clients that we don’t accept commissions and will act as their fiduciary in all matters. I think most clients assume...
Your Hard Work Deserves Better
As the year winds down, it’s the perfect time to take inventory of your financial picture and make strategic decisions to minimize your tax burden. It also makes a lot of sense to put a bow on the hard work you’ve put in throughout the year. Year-end tax planning isn’t just about saving money in...
Make a Year-End Tax Checklist (and Check it Twice!)
The month of November is always a busy one for our firm. We’re meeting with clients to discuss pre- and post-election investment strategies, helping clients satisfy their RMDs from their retirement accounts, but mostly meeting with folks to discuss year-end tax planning. We’ve had dozens of meetings in the past few weeks creating 2024 income...
Office
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
333 East Broadway Avenue,
Maryville, TN 37804
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Call us
(865) 379-8200 Voice
(888) 236-6630 Fax (yes, we still use fax. blame the IRS)
(888) 236-6630 Fax (yes, we still use fax. blame the IRS)
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