What is your investment approach and what types of clients do you work with?
We utilize the “Bucket Planning Approach” to visualize your assets into three areas of focus. One for the short-term, one for the intermediate-term, and one for the long-term. It’s simple but effective. Whether you need retirement clarity, are an emerging high earner or are enjoying retirement and planning your legacy, we welcome the opportunity to walk you through the nuances.
Who will be my point of contact?
We believe in developing strong personal relationships with our clients. Each member of our team is dedicated in treating you like family, listening to your needs and helping solve your problems. Prosperity is here to help with an open line of communication through good and tough times.
How often do you communicate with me if I become a client?
At Prosperity Partners, we maintain an open line of communication and walk through life with you in good and tough times. For us, helping you succeed is not our job, it’s our calling. We communicate weekly via newsletter and throughout the year sharing information via webinars, letters, etc. to help keep you abreast of changes that may impact your plans. We work together to develop a follow up and review schedule that fits your needs, goals and preferences. That’s why we walk you through each step of the process. As your life changes, we’ll adjust your plan to better align with your new path.
Do you serve out of state clients?
Prosperity Partners can serve clients anywhere in the United States. While the majority of our clients reside in East Tennessee, we follow state registration requirements for any other states in which our clients live.
What are your qualifications and credentials?
The dynamic of the partners, both male and female, combined with over ninety years of financial wisdom and experience with risk assessment and interactive planning software technologies, helps ease clients' concerns such as running out of money, paying too much in taxes and potentially going broke in a nursing home. As fiduciaries, we are charged to focus on your best interest first and foremost. Each of our partners has several years of industry experience and hold advanced degrees and designations. Please see our team page to learn more about each team member’s background, experience and education.
How do I get started?
We welcome the opportunity to get to know your unique financial challenges. If you would like to meet with us and discuss your life goals and financial opportunities, we would love to welcome you into our office! We will get to know you and share our process. There is no cost or obligation for an initial consultation to determine with we would be the right fit for you. Please give us a call at (865) 690-0049 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up an introductory meeting.