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.
Tax-Aware Investing
We integrate your tax situation onto the investment portfolio construction and management. Tax-exempt municipal bond investing is one of our areas of expertise.
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.
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.
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.
(865) 379-8200 Voice
(888) 236-6630 Fax (yes, we still use fax. blame the IRS)
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