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
Your Investments Aren’t Always Your Top Priority
The markets are reaching new highs, and interest rate cuts seem imminent. The political volume is 11/10, which might surprise our summer interns who expect the phones to light up with client inquiries. Spoiler alert – at LeConte, they don’t. When we apply the four core aspects of Purpose Built Planning to a client’s dreams,...
The Cost Of Customer Service
I consider myself someone who stays current with modern technology and new ways of doing things. However, sometimes these changes aren’t always beneficial for the end user. One of my biggest gripes as a consumer is self-checkout lanes. Many major retailers have adopted this self-service model for their checkout process. When I only have a...
A Piece of the Pie
A few weeks ago, I hopped on a call with my independent insurance agent as my auto policy was up for renewal. I expected a rate increase due to a fender bender in our household earlier this year, but I was still surprised when I saw the 36% hike in our auto policy renewal. I...
Declaring Independence
In April 1775, the first shots of the American Revolutionary War were fired at Lexington and Concord, marking the beginning of a taxing journey toward independence. This pivotal moment in history not only laid the foundation for the birth of a nation but also offers timeless lessons for those seeking financial independence, particularly those who...
Office
William Blount Drive, Maryville, TN 37803
Email us
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)
Subscribe to Our Newsletter
Financial Advice
In Your Inbox
Sign up for our newsletter for timely market and financial planning updates. Simply type in your email address and we’ll include you in our next update.
