Let's start withThe Big

Begin with the end in mind:
How much risk are you taking across your financial holdings?

Not just your investment position in your brokerage accounts but your entire financial life.

Are you on track to meet your goals?

How certain is your financial success? What is your backup plan?

How much do you pay for financial services?

In dollars? In percentage? Is everything that you are paying fully disclosed in plain English or do you have to hunt for it?

Do you get great service and communication?

Are you important to the financial firms that you work with? Do they make you feel important and valuable? Do you receive prompt, excellent service?

Will my investments last in retirement or run out?

We are experts at meeting the retirement income needs of investors during retirement. It is a major focus of our asset management practice.

Get AnswersIs It Time
To Sit Down With Us?
Find peace of mind.

No Cost

No Obligation

Let’s look at where you are financially and where you want to be. We can develop a risk profile for your existing holdings so that you have a clear perspective on how you are invested. We will show you what you are paying currently and how to get the most service for your dollars.

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    Maryville, TN 37801
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    Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.