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About Us

We were founded over 20 years ago with a single purpose to help protect and grow the wealth of our clients and the ones they love. It's been our guiding principle ever since.

Our first clients in the medical marketplace were a group of Certified Registered Nurse Anesthetists (CRNAs) in Chattanooga, Tennessee.  Our practice grew from their referrals and we are proud our first clients are still with us.  We consider it a privilege to continue to work with them as they approach and go through retirement. When you work with a financial firm, you expect they will be here for you, your practice, and your family – perhaps for generations to come.  We have the proper infrastructure to help ensure our clients experience quality and trustworthy planning and service – now and into the future.

Experience Matters

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Code of Ethics and Standards of Conduct requires CFP® professionals to act in their clients’ best interests.

The CRPS® designation program is for experienced professionals who wish to specialize in retirement plan creation and administration. 

As noted in each biography, Matt Hutcheson, Matt Benson, Saundra Burgett, and Kari Dukes are all registered with FINRA and have their Life and Health licenses. 

Our Process

We build relationships so we can offer trusted financial advice.

Our Resources

We have built a team of experienced, caring financial professionals with the knowledge to help navigate the many financial questions our clients need answered.

Our Values

Dependable, Professional, Knowledgeable.  We believe values matter, and we live to execute the habits exemplifying each one of these.