Tennessee Transplants & Retirees
Rocky Top and the Smoky Mountains
Many families have moved to Tennessee in recent years. The reasons are myriad - from wanting to retire to a state with no income tax, to enjoy the beautiful lakes and mountains, to cheer on their beloved Volunteers, to an escape from higher taxes and public policies with which they disagree. Many of these new Tennesseans are looking for an advisor they can trust. They want assistance from a fiduciary with a caring heart who will help guide them through the changing landscape of retirement. They have the funds or income but may lack the time, the interest, and/or the expertise to adequately address the questions they face that are unique to their situation. By working with our firm, they partner with advisors committed to acting in their best interest. By choosing an independent firm, they have found partners unconstrained by corporate restrictions, willing to support philosophical investment restraints they may hold.
Retirement Income
Many retirees struggle with entering an entirely new phase of life: one in which their savings must generate income to sustain their lifestyle, rather than working for a paycheck their entire lives. The team of advisors at Sojourn Wealth Management are experts in creating and implementing income strategies to make the most of our clients’ Social Security benefit, employer or personal pensions, and individual savings. Our firm equips them with the education and actionable items necessary to help them enjoy a secure retirement, spending and giving with confidence.
Retirement Savings
Most retirees enter this next phase of life with an alphabet soup of retirement plans: this might include 401(k), 403(b), 457(b), 401(a), and/or IRA. All these provide opportunities to accumulate a “nest egg”, but converting those assets into a sustainable source of funds in retirement can be problematic. Risks such as volatile markets, inflation, and rising healthcare costs threaten the security of many retirees. We analyze these risks, the various options for managing risk, and work with our clients to construct a strategy best suited to them in the most appropriate investments to help them enjoy a secure retirement.
Our firm is comprised of a CERTIFIED FINANCIAL PLANNER® professional, a Sports & Entertainment Accredited Wealth Management Advisor, and a Chartered Retirement Planning Consultant, totaling more than 40 years of industry experience. Our clients appreciate working with someone who is available to meet with them to answer their questions in person or virtually as well as monitor their ongoing progress.