"You first" financial planning.
Because it’s all about you...

During your lifetime, it is not what you earn, but what you keep, that counts. And after you are gone, it is not what you leave, but what remains, that matters.

As independent financial advisors, we have the freedom to provide unbiased, no-strings-attached financial advice that best suits our client’s needs without any pressure or incentives to sell proprietary products or services. Our commitment to integrity, excellence, and our sincere concern for our clients’ financial well-being are cornerstones on which we have built our service initiatives: 

  • Commit ourselves to being the best, by bringing together all our talents and financial resources for the benefit of the clients.
  • Partner with our clients, to reach total financial freedom.
  • Endorse independent advisory practices by providing the highest quality products and services available to our clients. 
  • And finally, to recognize that our ultimate business is people and their financial well-being. 



The Perfect Retirement


"Let us show you how good we are by how well we listen." 


 

We believe relationships that are built on trust, dependability, and professionalism benchmark the value we deliver to our clients. We take our role as financial advisors very seriously. The responsibility our clients have charged us with has a long lasting impact on all of their tomorrows; therefore, we must focus on providing them with solutions rather than excuses. 

Mission statement: Simply put, our mission is to improve the quality of life and standard of living for all of our stakeholders including our clients, employees, strategic partners, and their families. We view all relationships as potential partnerships for living better. We look forward to partnering with you. 

Please take your time visiting our website.You can call us directly at 800-204-6424 or via email: Andy@AdvisorForLife.com.



8880 Cedar Springs Lane, Suite 103,
Knoxville, TN 37923
 Tel: 865-470-4244
Fax: 865-470-4237
       Andy@AdvisorForLife.com
                

Investment Advisory offered through Cosey Financial Services, Inc.
A Registered Investment Advisory Firm in the State of Tennessee

Securities offered through Silver Oak Securities, Inc
3339 N. Highland Ave., Jackson, TN 38305
731-668-3825
A registered broker/dealer. Member
FINRA & SIPC.
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
 
What this means for you:  When you open an account with Silver Oak Securities, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you.  We may also ask to see your driver’s license or other identifying documents.  We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.