"Listen to advice and accept discipline, and at the end you will be counted among the wise." ~ Proverbs 19:20
We Speak Dave
Save. Stay out of debt. Plan for the long run.
If you’ve heard this before, you’re a Dave Ramsey fan too. Our approach to financial planning follows the same "take control of your finances" strategy that Dave Ramsey advocates. We recommend our clients maintain proper cash reserves, eliminate unnecessary debt, and take a disciplined approach to retirement savings as well as the other philosophies of "living like no one else, so you can live like no one else."
Take Baby Steps With Us
If you’ve seen the "5 Interview Questions to Ask Your SmartVestor Pro," you are ready to ask about our experience and investing philosophy. Here’s a little preview:
Experience: Lori Bishop became an investment professional and earned the CFP® Practitioner designation 30 years ago. She believes that experience of managing investments through the ups and downs of market cycles is a key factor in advisor experience.
Philosophy: We believe in high quality investment portfolios with long track records and evidence of consistency over time. We believe in low maintenance investment structures, typically maintained annually. Considering your risk tolerance, we’ll make recommendations of investments that most closely match your financial plan.
Compensation: We prefer to structure advisor compensation on a percentage basis, which means we have an incentive to see growth in your assets, through both appreciation in value as well as your ongoing regular deposits. Compensation is based on the value of the funds we handle for you rather than on a commission to buy and sell investment products. Our goal is to make compensation straight forward; we are free to make the investment recommendations that most closely align to your needs.
We are happy to schedule an initial conversation at no cost or commitment. We will walk through your financial objectives and spend time getting to know you and what you value most. We’ll also discuss your current financial situation and priorities by assessing any retirement or investment accounts you have, as well as your tax status and issues specific to your situation. From there, we’ll determine what a business relationship would look like, how our compensation would work, and whether we would be a good fit.
Our office is located in Alcoa, TN, just south of Knoxville's McGhee Tyson Airport and is conveniently accessible from Alcoa Highway (US 321). Many of our clients live outside the Twin Cities area, and we are happy to use technology to stay in regular contact and to facilitate conversations with clients across the country.
Learn more about Core Benefits & Investments at www.corebi.net