SERVICES

Our Services

Tax-Smart Saving & Investing

Tax-Smart Saving

& Investing

Tax-Smart Saving & Investing

It’s not what you make, it’s what you keep.

With a firm rooted in taxes and accounting, we strive to provide a tax-smart approach to investment management.

We will help you navigate and create tax-advantaged accounts and investment strategies to maximize your net returns over time.

Additionally, as financial planners, we can help provide the advice and guidance to navigate your biggest financial questions, including:

Is my portfolio where it needs to be to meet my goals?
Am I going to have enough to ever be financially independent?
How should I save for or finance my children’s educations?

It’s not what you make, it’s what you keep.

With a firm rooted in taxes and accounting, we strive to provide a tax-smart approach to investment management.

We will help you navigate and create tax-advantaged accounts and investment strategies to maximize your net returns over time.

Additionally, as financial planners, we can help provide the advice and guidance to navigate your biggest financial questions, including:

Is my portfolio where it needs to be to meet my goals?
Am I going to have enough to ever be financially independent?
How should I save for or finance my children’s educations?

It’s not what you make, it’s what you keep.

With a firm rooted in taxes and accounting, we strive to provide a tax-smart approach to investment management.

We will help you navigate and create tax-advantaged accounts and investment strategies to maximize your net returns over time.

Additionally, as financial planners, we can help provide the advice and guidance to navigate your biggest financial questions, including:

Is my portfolio where it needs to be to meet my goals?
Am I going to have enough to ever be financially independent?
How should I save for or finance my children’s educations?

Retirement Income Planning

Helping you create predictable income after employment ends.

Transitioning from your career into retirement or a life of financial independence is a major event that requires expertise and care to navigate. At C&J Wealth Advisors, we specialize in creating retirement income plans, or a strategic plan for taking the money you need from your investments, designed to last as long as you do. Simply put, we help create “paychecks for retirement” from your savings and investments.

As financial planners, we can help provide the advice and guidance to navigate your biggest financial questions, including:

Do I have enough money to retire?
What should I do with my 401(k) or company plan?
How do I maximize Social Security?
How do I create an income plan that will last as long as I do?

Helping you create predictable income after employment ends.

As financial planners, we can help provide the advice and guidance to navigate your biggest financial questions, including:

Do I have enough money to retire?
What should I do with my 401(k) or company plan?
How do I maximize Social Security?
How do I create an income plan that will last as long as I do?

Helping you create predictable income after employment ends.

As financial planners, we can help provide the advice and guidance to navigate your biggest financial questions, including:

Do I have enough money to retire?
What should I do with my 401(k) or company plan?
How do I maximize Social Security?
How do I create an income plan that will last as long as I do?

Let's get to know each other.

Your first appointment has no cost or obligation and is simply a time for us to chat about your questions and goals to see if we can be of help. You may also be challenged to think about your financial situation in a different way. We want to take time to get to know you and what is important to you in order to be able to best serve your interests.

Let’s get to know each other.

GET IN TOUCH

Schedule a Call

GET IN TOUCH

Schedule a Call

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Knoxville Office | 865-481-0385 | 9717 Cogdill Road, Suite 202, Knoxville, Tennessee 37932

WEBSITE CONTENT

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REGISTRATION INFORMATION

Advisory services are offered through Coulter & Justus Financial Services, LLC; an SEC registered investment advisor domiciled in the State of Tennessee and doing business as C&J Wealth Advisors. Our firm is notice-filed in CO, FL, GA, NH, SC, TN, LA and TX. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.