This company in Knoxville, TN offers a range of personal solutions and business solutions, including services related to retirement planning, estate planning, and wealth transfer. They specialize in dispelling annuity myths and educating individuals about the benefits of fixed index annuities, while also providing information on taxes on Social Security benefits and managing estate taxes.
With a focus on both downside protection and growth potential, this company aims to help individuals develop their own pension plans and achieve safe yet better returns. They also offer resources on preventing medical bankruptcy, reviewing company 401(k) plans, and understanding the basics of long-term care and how to pay for it. Their expertise lies in strategic risk management for retirees and pre-retirees, providing valuable insights into managing financial hazards in retirement.
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