Team Approach Financial Advising
We combine OUR strengths to make YOUR financial plan stronger.
MEET THE TEAM:
With Objectivity, Hospitality, and Integrity, we provide financial advice to a wide group of clients with individualized goals. Protect their assets, a growth plan for retirement, and maintain a desired lifestyle throughout their whole life.
Do You Want To Know
Do you want the latest financial and investment news and statistics delivered direct to your inbox? Receive this information every Monday by providing your email address.
IRS announces rollover relief for required minimum distributions from retirement accounts that were waived under the CARES Act
content from the Internal Revenue Service website IR-2020-127, June 23, 2020 WASHINGTON — The Internal Revenue Service today announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity...
Content Provided By Internal Revenue Service Website The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) became law on December 20, 2019. The Secure Act made major changes to the RMD rules. If you reached the age of 70½ in 2019 the prior...
Required minimum distributions (RMDs) are withdrawals you have to make from most retirement plans (excluding Roth IRAs) when you reach the age of 72 (or 70.5 if you were born before July 1, 1949). The amount you must withdraw depends on the balance in your account and...
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA (www. finra.org) and SIPC (www.sipc.com), to residents of: AL, AR, AZ, CA, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NJ, NY, NV, OH, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY. Cambridge and Slate, Disharoon, Parrish & Associates, LLC are not affiliated.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Cambridge does not provide tax advice.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
9724 Kingston Pike, Suite 701
Knoxville, TN 37922
(865) 357-7370 Phone
(865) 357-7374 Fax
126 Stonehenge Drive, Suite C-3
Crossville, TN 38558