Slate Disharoon & Parrish

Write a Review865-357-7370

Should YOU engage OUR services? what we offer: objective planning services with a comprehensive approach to your financial needs and should YOU choose to implement OUR financial planning advice. We offer various financial products including investments and insurance. OUR philosophy: develop a long term relationship with strict confidentiality that is focused on meeting your needs first coordinate with your current advisors to create a team of experts working on your behalf educate YOU AS to your alternatives SO YOU MAY make your OWN decisions develop a resource center to provide UP to date information for your particular situation action orientation OUR clientele: successful professionals and business owners WHO have NOT HAD the time. Expertise. Or inclination to manage their finances AS professionally AS they manage their businesses or professional lives people WHO are experiencing a GAP among the services offered by traditional advisors (accountant. Attorney. Stockbroker. Insurance agent) – I. E. NO ONE else is doing the JOB for YOU your finances are complex enough to require sophisticated financial strategies and coordination those WHO would like help to develop an intelligent strategic plan that includes: potentially maximize return from income and investments while avoiding unnecessary taxes specific objectives: retirement income. CHILDREN’S education. ETC. Crossroads: change of circumstances (retirement. Recipients of significant inheritance. Gift or sale proceeds).