The transition from accumulating wealth to spending it down in your retirement years is difficult. We have years of experience helping clients make their savings last.
Tax-Aware Investing
We integrate your tax situation onto the investment portfolio construction and management. Tax-exempt municipal bond investing is one of our areas of expertise.
Let Tomorrow Begin Today
Planning For The Future
We bring to the table win-win strategies for your financial goals. Your tomorrow is shaped by your choices today.
The better we know you, the more we can do. Aligning your financial strategy to your goals is what we do.
Save enough, spend right and protect it to make it last. That is our approach to solving the most difficult need of investors as they enter retirement.
LeConte provides advice to our clients not sales pitches. Everything we do is purpose built around you and your family. When you win, we win too.
Financial Planning
Our technology constantly updates your plan as you pursue your financial goals.
Fiduciary Advice
Acting in your best interests "In all matters, at all times." That is our focus and commitment to our clients.
Producing Income
How much income can you rely on? What will Social Security provide? Turning your company savings plan into a retirement income that will last is a daunting task.
Wealth Preservation
Health issues, market risks and taxes are three areas that can have a sudden impact on your financial plans. LeConte has the experience to customize the right solution for you.
We recently onboarded a new client that was interested in saving money for his children using an UTMA account. He was familiar with 529 College Savings Plans, but wanted another option for his children to access funds during adulthood if they didn’t need the money for college education. We recommended an UTMA account to help...
Even as the calendar has turned to 2024, there are several things one can do prior to filing taxes to reduce your overall tax liability for 2023. A part of our Purpose-Built Planning Process (which you can find here) involves implementing strategic tax planning opportunities that reduce our client’s tax bill. Some of the more...
A New Home We stumbled across him at a specialized dog breeder in Middle Tennessee in late 2011. We were there looking for a Soft Coated Wheaten Terrier puppy for our daughter as a Christmas gift that year. As we entered the parking lot, I noticed an energetic dog in a fenced area. He sprinted...
Have you ever received a flyer that made you take action? I recently received a flyer from one of the new businesses in town for a free chiropractic exam (side note: I’d never been to a chiropractor), making me consider how taking preventive actions is essential not just for our physical health but also for...
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