Financial Planning

Whether you’re an individual, a business owner, or the head of a charitable organization, financial planning with an experienced partner can make all the difference in protecting and even growing your assets. Research shows that households and business entities that work with a professional financial planner are more likely to make better financial decisions than those without a planner. The experienced financial experts at Miser Wealth Partners can help you navigate all the intricate ways to manage your fiscal affairs, taking into account things like portfolio risk levels, life insurance coverage, best practices for savings, establishing emergency funds, estate planning, and so much more.

We’re proud to offer the following financial planning services:

• Private – wealth transfer & income allocation
• Charitable advisory services – board education, donor workshops, & campaign design
• Corporate – executive compensation (non-qualified), trust/estate planning, investment banking, & corporate benefits

Creating an effective financial plan may seem like a chore at first, but it often provides a solid foundation on which to achieve your financial goals. Having a carefully designed course of action with a financial planner handling all the details can increase confidence and result in more constructive financial behavior. The Miser Difference involves our experts taking a comprehensive look at your specific needs and focusing on more than just the numbers. We focus on what those numbers actually represent in your life.

We invite you to read more about our financial planning services by clicking the appropriate links. Then call us at (865) 281-1616 or click here to set up a meeting at time that’s convenient for you. You’ll learn very quickly in talking with us that your financial future is in extremely capable hands.