Who We Serve | Financial Plans & Services | Retire To Tellico

Tellico Village Residents

You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.

Together we’ll develop a plan that helps you maximize long-term wealth and minimize lifetime taxes so you can maximize life in the process.

Retire To Tellico is a proud sponsor of the Tellico Village Pickleball Club.

Who We Serve | Financial Plans & Services | Retire To Tellico

Tennessee Transplants

Oak Ridge, TN was once known as the “Secret City”. Well, the secret is out. You now live in Tennessee or plan to move here in retirement. Home to the Smoky Mountains and the Tennessee River, you can enjoy an active lifestyle in this scenic region. Not to mention the lower cost of living and no state income tax!

Moving here from out of state is a reason to revisit your estate plan since you’ll now be subject to Tennessee Probate Court. We’ll help you get situated with the professionals you need.

Ready to get started?

Contact us to start building a financial plan that fits your current life stage.