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Services

Our passion is educating our clients so that they can make well-informed decisions about their financial goals. Our skilled and seasoned staff will work with you to simplify your search and help you find the right solutions.

Retirement planning

Retirement planning

Whether you are developing a retirement plan, nearing retirement, or recently retired, our goal is to help you simplify and organize your financial life. We work to provide a holistic, comprehensive plan that is uniquely tailored to suit your financial short- and long-term goals.

We will assist you in maximizing your Social Security benefits, help protect you from the risk of rising taxes, and show you how to produce guaranteed income without risking your principal. Our approach is to properly assess your risk tolerance, create a custom allocation model that reflects your objectives and tolerance, manage the portfolio in a cost- and tax-efficient manner, and re-examine and adjust the model as your needs or circumstances change.

Medicare

Medicare

We begin the Medicare planning process with the ABCs of Medicare, educating you about Medicare supplements, Medicare Advantage plans, and prescription drug coverage. After discussing your options, we can help you start making decisions about your health care.

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Life Insurance

Life Insurance

Life insurance is a crucial, but often overlooked, aspect of a well-rounded retirement plan. There are options that can grant you long-term care/chronic illness benefits, which could help offset potentially devastating health care costs.

Long-Term Care

Long-Term Care

Statistics show that there is a 70% chance that an individual over the age of 65 will need some type of long-term care assistance. If not properly prepared, long-term care can be very expensive and have a great effect on your retirement. We will show you ways to receive long-term care benefits through investing, life insurance, long-term care policies, and other strategies that will help pay for long-term care while keeping your retirement protected.

Tri-State Education Center

Tri-State Education Center

We hold academic courses at various colleges and universities designed to educate those who are developing a retirement plan, nearing retirement, or recently retired. Instead of focusing on a specific strategy or topic, this course takes a more comprehensive view of your retirement.

The classes can help you assess your current financial position and then lay out a personalized road map that can help you achieve your retirement goals in a rapidly changing world. Each class includes two sessions, workbooks, and an individual lab session with the educators. Check out the events page for our upcoming classes!

Community Showcase

Community Showcase

Wendy and Lindsey Hughes have joined together for a community awareness based radio show on Mix 104.1 FM in Cleveland, Tennessee. Affectionately called the “Hughes Sisters” by their co-host Steve Hartline, this mother and daughter team seek to build “unity in the community” by sharing current events, job openings, local happenings, and weekly spotlights on Cleveland small businesses. You can listen in each Thursday morning at 7:15.