7 Steps to Success - This document outlines the process we follow in working with clients.
Listed below are a number of documents that will be useful as we work together.
Client Questionnaire - It is important to print this and complete before our first meeting.
Risk Tolerance Questionnaire - If our discussions are to include investment recommendations, we may ask you to complete this in anticipation of our meeting.
For our clients we will be meeting in Knoxville, the address is 9040 Executive Park Drive, Knoxville, TN 37923. You can find us on the second floor in the Executive Office Suite. Please give us a call if we can help with directions.