Team Approach Financial Advising
We combine OUR strengths to make YOUR financial plan stronger.
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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.
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You cannot keep retirement funds in your account indefinitely. You generally have to start taking withdrawals from your IRA, SIMPLE IRA, SEP IRA, or retirement plan account when you reach age 70½. However, changes were made by the Setting Every Community Up for...
When you reach age 72,* you're required to withdraw a certain amount of money from your retirement accounts each year. That amount is called a required minimum distribution, or RMD. RMD rules apply to tax-deferred retirement accounts: Traditional IRAs Rollover IRAs...
In legal terms, a fiduciary is an individual or organization that has taken on the responsibility of acting on behalf of another person or entity with utmost honesty and integrity. For example, bankers, attorneys and officers of public companies are all fiduciaries,...
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