Providence Wealth Management, LLC

We are a fee-based Registered Investment Advisory Firm with a focus on keeping a close eye on risk; making sure our clients don’t take even a fraction more risk than they have to based on the returns they desire. We pay particular attention to asset allocation and concentrate on using efficient, low cost, exchange traded funds to participate in the important segments of the market. Portfolios are rebalanced automatically to keep risk consistent.

Providence LTC Advisors, Inc.

We are the leading provider of Long-Term Care Insurance in East Tennessee. Employee groups from companies as varied as law firms and school systems appreciate the idea of this "value added" benefit. Taking into account an individual’s age, health, financial and family situation, we design plans for our clients using all the top insurance providers. Whether using traditional products or hybrid products that combine coverage with some sort of investment vehicle, we tailor plans to fit our client's goals.

www.providenceltc.com

Providence Tax Advisors, LLC

We have a skilled team of CPAs for tax preparation and planning, second opinions, and thorough Roth analysis.