QFSC Investment & Tax Advisor - Chattanooga

06/21/2026

Wishing all fathers a wonderful Father’s Day! Thank you for the hard work and care you put into your families. We appreciate you today and every day.

06/15/2026

I had the opportunity to attend the Community Foundation of Greater Chattanooga’s 4th Annual Donor Luncheon, where Chattanooga native and Pulitzer Prize-winning author Bill Dedman shared the remarkable story behind his bestselling book, Empty Mansions.

Beyond being a fascinating historical account, the presentation highlighted the importance of thoughtful estate and legacy planning. It served as a reminder that preserving your values, protecting your assets, and ensuring your wishes are carried out requires intentional planning and trusted professional guidance.

Thank you to the Community Foundation of Greater Chattanooga for hosting another outstanding event and fostering important conversations about philanthropy, stewardship, and legacy.

06/12/2026

What an incredible evening at the Chattanooga Lookouts baseball game last night! Thank you to everyone that came out for the game. The view from Coca Cola Pattern Shop section was great and so was the company!

06/09/2026

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

06/08/2026

06/08/2026

📣 Friendly Reminder
Second quarter estimated tax payments are due June 15, 2026!
If you make quarterly payments, now’s the time to review your numbers and get everything submitted on schedule. Staying ahead keeps things smooth and stress‑free.
If you need help or have questions, QFSC is here.

06/02/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

05/30/2026

There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring it through insurance.

Every one of these can work, but the key is knowing which one you're choosing and why.

Of these four approaches, which one do you instinctively reach for?

05/29/2026

Happy 529 College Savings Day! 🎓📚

A little planning today can make a big difference for tomorrow’s education goals. Whether you’re saving for college, trade school, or future learning opportunities, a 529 plan can help your family prepare with confidence.

Start early, stay consistent, and watch those savings grow!

05/27/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?