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Submitted URL: http://sceniccityfinancial.com/
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Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.sceniccitywealth.com/
Submission: On April 22 via api from US — Scanned from DE
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Menu * Home * Client Login * Meet the Team * Services * Financial Planning * Wealth Strategies Tailored to You * Business Valuations & Exit Planning * About Us * Contact Us * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tax Resources * Useful Links * Make an Appointment WHO WE ARE ROBERT 'REM' COOPER, RICP® Wealth Manager & Retirement Income Certified Professional® DARRIN WALL, CFP® Wealth Manager & Certified Financial Planner™ MIKE EDENS Wealth Manager JOHN BURKE Wealth Manager WHO WE SERVE PRE-RETIREES & RETIREES PRE-RETIREES & RETIREES Planning and investment strategies for every phase of retirement. PEAK CAREER EXECUTIVES & PROFESSIONALS PEAK CAREER EXECUTIVES & PROFESSIONALS Wealth-building strategies for high earners to maximize their after-tax income and investments. BUSINESS OWNERS BUSINESS OWNERS Employer Retirement Plans, Business Valuations, Business Succession Planning and risk management HIGH-NET WORTH HIGH-NET WORTH Planning strategies to serve the unique needs of HNW individuals. A large selection of alternative investments, such as private equity, hedge funds, private debt, private real estate, etc. OUR SERVICES We provide holistic financial planning and professional investment management to our clients and their families. We strive everyday to help our clients maximize their most valuable and finite resource, time. Most of us trade our time for money everyday with the hope that someday we have enough money and time left to enjoy retirement. We help our clients create more of that time by maximizing returns, minimizing investment expenses and creating a financial plan to get them to retirement sooner without compromising their livelihood. COMPREHENSIVE RETIREMENT PLANNING MAXIMIZING YOUR LIFE TODAY WHILE PREPARING FOR THE FUTURE Some of our client families prefer to think less about how they will spend their later years and more about how they want to maximize their time today. We help these clients by creating buckets of investments to complement their income and help budget their expenses, like traveling, paying for their children's education, or making that big purchase they've been dreaming about. We do not believe in a one-size fits all strategy, so we get to know our clients, let them choose their path, and do our best to coach them along the way. As a multi-generational team we have the experience and the longevity to help our clients and their families for decades to come. RETIREMENT Your most important financial milestone Learn more WEALTH MANAGEMENT Portfolio construction and risk management Learn more PEAK-CAREER Wealth-building strategies for professionals Learn more ESTATE STRATEGY Strategies for every phase of life Learn more SCHEDULE A NO-COST CONSULTATION Make an Appointment If you believe you could benefit from working with ours firm, let’s review yours goals to see if you’re a good match for our practice. Make an Appointment CONTACT Office: (423) 498-5999 Fax: (423) 498-5998 715 Market Street Suite 103 Chattanooga, TN 37402 office@sceniccityfinancial.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Osaic Wealth Form CRS Check the background of your financial professional on FINRA’s BrokerCheck Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. PLEASE NOTE: The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, GA, MT, NV, NC, SC, TN. No offers may be made or accepted from any resident outside the specific state(s) referenced. This site is for professional use only and is not an offer to solicit securities or investment services to the public.