Find a broker, investment or financial advisor.
Services
Integrated Financial Services— Solutions for You and Your Family
Our goal is to explain the technical and confusing financial terms in a simple enough language so that our clients can gain knowledge throughout the planning process.
As independent advisors, we are free to search the entire financial landscape enabling us to select the very best financial products available to help meet your financial goals and objectives.
Retirement Income
Establish a lasting stream of income
Traditional fixed income ladders designed to help address future income needs
Income annuities designed to provide reliable income during periods of market volatility
Whatever income needs you may have, we offer a range of potential solutions to help provide stability and confidence in your financial future.
Saving for
Emergencies
Life Happens, Emergency Savings Can Help
Budgeting, savings, and investing basics
Financial and income planning
Short-term fixed income products
Accessible insurance products
Periodic liquidity reviews
Emergency Savings is an essential pillar of a sound financial plan. We can help you build and maintain a safety net for the expected and unexpected.
Wealth Transfer
Leaving a Lasting Legacy – On Your Terms
Estate document preparation, delivery, and review
Donor advised funds and charitable giving strategies
Long term care needs analysis and insurance quotes
Estate planning checklist and review- Estate planning services provided in conjunction with your licensed legal professional
Multi-generational financial planning and investing
Leaving a legacy takes planning, communication, and careful coordination. We can help you build a legacy plan designed to preserve what is most important to you.
Insurance Products
Providing security and stability against the unknown
Guaranteed income products - Guarantees are subject to the claims-paying ability of the issuer
Whole and Term Life Insurance
Medicare and Medicare Supplements
Long Term Care
Whether incorporating risk or insuring against it, we can help protect what you’ve worked so hard to build.
For your complimentary initial consultation, please call us at (423) 789 - 2000
Securities offered through The O.N. Equity Sales Company
Member FINRA / SIPC, One Financial Way Cincinnati, Ohio 45242 (877) 663-7267.
Investment Advisory services offered through O.N. Investment Management Company.
Members of the firm are licensed to offer insurance and other financial products in AR, CO, FL, GA, IL, KY, PA, TN, VA, WA and WV.
Office Locations
1810 Hwy 394,
Blountville, TN 37617
© 2021 SecureMoneyMasters. Built by TANGO