ASSISTING CLIENTS WITH GOOD FORTUNE
ASSET PLANNING CORPORATION’S SUZANNE HIMES, CFP® HIGHLIGHTED IN “WOMEN IN BUSINESS”
As Suzanne Himes, CFP®, with Asset Planning Corporation at 234 S. Peters Road, Knoxville, looks upon her 20 years in financial planning, she knows she has been fortunate.
“I’ve been very lucky to have always had the support to pursue advanced training, continuing education and other professional growth opportunities.”
“Balancing work and family when I was younger was a priority, and I honestly never felt like I needed to do it all at once,” said Himes who celebrated 20 years with APC in July.
As lead financial planner, her focus is “using a holistic process to help clients create their financial plan based on life goals and the ongoing relationship and work toward those goals,” she said. “In addition to investment management and financial planning, I coordinate our firm’s compliance and marketing activities.”
Her favorite part of the job is the ever-changing meaningful client work she does.
“Walking with a client through different life events, celebrating with them in joyous times, supporting them with caring advice during difficult transitions and seeing firsthand the results of solid financial planning over decades.”
This content was originally posted as a supplement to Farragut Press, “Women in Business”, on August 29, 2019.
About Asset Planning Corporation: Founded in 1975, Asset Planning Corporation is one of the most experienced independent financial planning firms in the country, with four decades of accumulated wisdom to serve their clients. Over the years, they have walked through life with multiple generations within a client’s family, through the highs and lows of economic cycles, market booms and busts, and life’s triumphs and tragedies. Providing their clients with a comprehensive financial plan and an investment management strategy customized to meet their unique financial goals and needs, Asset Planning Corporation believes that their clients’ investment portfolios should be unique to their financial plan – structured around their financial goals and risk tolerance. This plan becomes the guiding light for future cash flow, debt, education, retirement, investment, insurance, and tax and estate decisions made with the client. For more information about Asset Planning Corporation, please contact Paul Fain at (865)690-1231 or visit their website, www.assetplanningcorp.com.