Knoxville | Tennessee

Knoxville, Tennessee

234 S. Peters Road, Suite 102

Knoxville, TN 37923

Phone: 865.690.1231

Our Wealth Management Services

Comprehensive Wealth Management

Estate Planning & Wealth Transfer

Accounting & Consulting Services

Resources

Avoiding a Big Tax Bill: 8 Ways to Plan Ahead

Bring your taxes in line with these 8 smart “above-the-line” and “below-the-line” deductions.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Retirement Readiness, financial planning in Atlanta, Georgia, Vienna, Virginia, Indianapolis

The Retirement Income Game Plan

The Retirement Income Game Plan is designed to walk you through key decisions and smart strategies to help turn your savings into reliable retirement income.

Financial Advisor Evaluation Checklist

Make side-by-side comparisons of potential firms designed to help you feel confident in taking the next step.

Savant Wealth Advisor Evaluation Checklist

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

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