Live abundantly with financial confidence.
Serving working professionals and individuals approaching retirement age with financial planning and wealth management across state lines | Locations in Bristol, TN/VA and Abingdon
You deserve to live a fulfilling life and secure a prosperous future for your loved ones.
Whether you're at the beginning of your financial journey eager to build wealth but struggling to align your financial plan with your aspirations, or you're approaching retirement and wondering how to maintain your desired lifestyle without the fear of outliving your savings, we recognize the unique challenges you're up against. We’re here to help you live abundantly with the financial confidence that comes from genuine, intentional planning through every stage of life.
Plan your lifestyle with confidence
Protect your family’s future
Experience intentional living
Clear, strategic planning to afford the life you want
At Stateline Wealth Advisors, we empower you to live abundantly with financial confidence. Life transitions can sometimes seem overwhelming, and how you properly navigate putting together the financial pieces is crucial for tax efficiency, long-term financial security, and the longevity of your success. We create your custom financial strategy to simplify the complexities of finance so you can visualize all the possibilities and confidently afford the life you want.
Our six core planning pillars and the goals we strive for
Comprehensive Financial Planning
Plan your financial future with confidence and clarity.
Investment Portfolio Construction
Build your wealth strategically with professional investment guidance.
Retirement Income Generation
Create a retirement plan designed for sustainable income providing you confidence in retirement.
Risk Management-Insurance
Protect your family’s future with comprehensive risk management.
Income Tax Planning
Minimize tax burdens and optimize your financial strategy.
Estate Planning
Secure your legacy and efficiently transfer your wealth.
3 steps to begin creating a financial legacy for your family
COMPLIMENTARY
INTRO CALL
Schedule a 20-minute introductory call.
Our 20-minute call allows us to connect on a personal level. It’s an opportunity for you to discuss where you currently are and where you’d like to be, sharing any specific objectives you already have for yourself and your family.
COMPLIMENTARY
PATH PLANNING
Outline the needs of your financial path.
In a one-hour virtual or in-person meeting we will discuss your current situation and vision for your future. After meeting with you, we will create a tailored path of options aligning our services with your lifestyle, values, and goals.
COMPLIMENTARY
STRATEGY DISCUSSION
Review recommendations for your financial strategy.
In our next one-hour meeting, we’ll review your financial strategy options, our recommendations on how our services can benefit you, and discuss the different fee structures for potential collaboration. It’s a chance for you to ask questions and see if we’re a good fit for working together.
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