Miser Wealth Partners, LLC is a financial advisory firm located in Knoxville, Tennessee. Our primary focus is to understand your current reality, listen to your concerns, and to advise you of and implement ways to accomplish your wishes for the future of your family's wealth.
We realize you may have a financial advisor or planner, a tax attorney, an accountant, a real estate agent, a healthcare advocate, and an insurance specialist, but when was the last time all of them were actively collaborating on your behalf?That is what Miser Wealth Partners, LLC delivers to our clients.
We realize you may have a financial advisor or planner, a tax attorney, an accountant, a real estate agent, a healthcare advocate, and an insurance specialist, but when was the last time all of them were actively collaborating on your behalf?That is what Miser Wealth Partners, LLC delivers to our clients.
Services
Getting to know you is job one! If we don't fully examine and ask probing questions that cause you to think and trigger emotion, we are not succeeding at identifying your goals and needs. Our focus is to get to the center of your concerns, discuss them in a professional manner, and engage you in situational planning scenarios that together identify the proper path forward to achieving your desired ending.
Miser Wealth Partners, LLC was founded upon the core Midwestern values that I was reared upon growing up in a small farm community within Posey County, Indiana, not far from where the Ohio and Wabash Rivers converge into the Mississippi River.
I watched my middle-class parents track 30 miles each way back and forth to work whether it was snowing, raining or sun-shining, day-after-day, week-after-week, and year-after-year to provide for me and build a secure future for their retirement.I learned that building wealth was not easy and life had its own way of placing challenges in your way.
I watched my middle-class parents track 30 miles each way back and forth to work whether it was snowing, raining or sun-shining, day-after-day, week-after-week, and year-after-year to provide for me and build a secure future for their retirement.I learned that building wealth was not easy and life had its own way of placing challenges in your way.
Oversight and guidance has become a lost art into today's world of financial services. Life is moving so fast it becomes easy to procrastinate, minimize, and/or completely forget or not recognize the risks that surround our everyday lives. This is why prioritize these four key quadrants of your life when you work with us.
Study after study has shown that the happiest retirees are those that have guaranteed sources of retirement income. Those sources may be from social security, pensions, annuities and military benefits. Guaranteed income isn't derived from rental properties or stock and bond investments. We focus on determining your income gap and then designing new "pension-like" streams of income that you can never outlive.
It was once said that tax mitigation involves the use of tax laws to achieve anticipated tax advantages embedded in tax provisions. We are firm believers in that statement. Our clients do not look to evade taxes but ask us to evaluate and introduce a number of the following techniques to mitigate potential taxable events in their lives.
Reviews (1)
Kenneth S.
Feb 08, 2019
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After a concentrated effort to understand our current financial needs as well as our needs for the future on our own, we realized we needed professional guidance. For years my wife and I have been searching for a personal financial planner. The reason it has taken so long is that we couldn't find an individual and a company that shared our same faith based values. I'm not saying we were looking for an individual who shared our same religion. We were looking for an individual who shared our family values, who also was able to communicate clearly an understanding about our particular
