and business owners we serve with innovative tax and financial strategies that result in fewer taxes, financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Wealth and Retirement Strategies, Inc....
Nestled in the heart of Knoxville, TN, with another location coming soon in Chattanooga, we're more than just a wealth management firm. Our core mission is to be your trusted guide on the journey to a retirement that's not only secure but truly comfortable and fulfilling. We're here to...
“Our greatest value is in creating a plan that supports your goals and empowers you to stay committed, despite market fluctuations and temporary fears.” ~ Russ Kefauver, FounderMeet the team supporting our Maryville and Knoxville area office Russ Kefauver, AWMA®, CRPC® Founder and Financ...
Careful estate planning can help ensure that when you transfer your wealth to the next generation, it's done so in the best way possible. For those who aren’t confident in their children’s ability to carefully manage their inheritance, there are a variety of estate planning strategies that...
Kevin Peterson, CFP® Connect Wealth Helping clients achieve the retirement they deserve. Annapolis, MD Nationwide 0 Certified Advisor Reviews™ Jeff Hall, CFP®, CIMA®, CKA® Rather & Kittrell Together we can design a plan that will guide to a successful financial future. Knoxville,...