Achieving your goals It starts with insightful advice
Shane E. Unsworth, CRPC®, CFP®
Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
CERTIFIED FINANCIAL PLANNER™
423-757-7635
One Union Square
Suite 100
Chattanooga, TN 37402
It starts with questions and a conversation about what you want to accomplish. Next, we can help you organize your financial life into 3 key strategies across your lifetime.
Then, we can identify solutions to support the 3 strategies and deliver: Advice. Beyond investing.
My perspectives
Insights