The following resources were developed by the Asset Planning team to provide valuable information about financial planning topics and ideas. We will periodically add new documents for your use so please check back.

Live a Life That Matters

Thinking Ahead and Preparing for the Loss of a Loved One

A step-by-step guide to making sure your wishes are honored when you’re gone and your loved ones can focus on what really matters during difficult times.

Ten Tips On How To Select A Certified Financial Planner

Not sure who you can trust? We totally get it. Our mission is to help people just like you to find the right financial planning options for them. If you’re on Google searching for a financial advisor, what are you really looking for? An independent financial adviser? Wealth management? Investment advice? An asset manager? Financial advice? A financial advisor near me? Retirement planning? Best asset management team in Knoxville, Maryville or Oak Ridge? Download our free guide for step-by-step instructions for choosing a trusted advisor.

Ten Financial Scams That Target the Elderly

You are likely familiar with the concept of Identity Theft, but what about Romance scams, Robocall Scams, or even Grandparent Scams? Here are the most common financial scams to watch for. You’ll want to download and share this with friends and family today!