What Makes Us Unique?

 

Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

 

Our Firm 

We are an independent full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing a comprehensive financial plan.

Please contact us if you have any questions about our firm or the range of financial products and services we provide. Our independent firm has a relationship with a variety of financial services companies, so we are well prepared to build a diversified portfolio utilizing the best investment products available.

 

Our Financial Planning Process includes:

  • Retirement planning

  • Tax management

  • Estate planning

  • Risk management

  • Education funding

  • Investment planning

  • Employee and executive benefits

Our Qualifications

Brian Click got his start in the Financial Services industry in 1999. In 1998 he received his bachelor's degree from Tusculum University. In 2005, Brian earned the designation of CERTIFIED FINANCIAL PLANNER™ professional from the College of Financial Planning.

Andrew Julian got his start in the Financial Services industry in 2016. Also, in 2016 he received his bachelor's degree from East Tennessee State University, and he earned the designation of CERTIFIED FINANCIAL PLANNER™ professional in 2018. He is currently going through the rigorous process of becoming a CHARTERED FINANCIAL ANALYST ® and is a CFA® Level 2 Candidate.

Our team is dedicated to developing lasting relationships with all their clients. We believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process.

One of the benefits of working with our team is our ability to provide clear, easily understood explanations of financial products and services.

The comprehensive financial plan that we can provide is a roadmap to working toward a more secure financial future.