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George F. Vieth          Be Do Have

10 Patten Parkway
Chattanooga, TN 37402
Phone:
  • 423-267-6858
  • Toll Free 877-648-4384
Fax:
  • 603-386-6784

Do you have the behaviors of a millionaire

This assessment was developed by DataPoints. Its products and services are fueled by leading research on the wealthy in America.

Wealth Potential Survey

Planning for Your Future

One of the most important behaviors of a millionaire is the plan and monitor. We have to tool to help you develop the plan, edit the plan as things change, and monitor your progress.

Our Planning Process

How We Make Investment Decisions

We use Dorsey Wright and Associates to help us design investment portfolios for our clients. that may help them achieve their financial goals.

Investment Research

 

When you establish a professional relationship with a financial advisor you want to make sure your values, goals, and priorities come first.

Below are the 4 principles that drive the interaction we have with our clients.

1.No Pressure: Our goal is to make sure you have not felt pressured or sold.  If we develop a business relationship —    we want the relationship to have developed naturally.

2.Impartiality: You will get 100% of our attention.  Our goal is to treat every client the same, no matter the size of your portfolio.

3.Knowledge: We pursue excellence with a passion for ongoing learning brings to your investment decisions and financial understanding.  This knowledge may help you feel more confident that your money is being carefully invested not only for smart growth, but also for managed risk.

4.Approachability: We create a comfortable atmosphere where you are free to learn and ask questions.

Our team is committed to making sure your money is handled properly and that you are on the path to pursuing your financial goals. Give our office a call to schedule a time to evaluate if our process can help you.

Try the below tool to see how you compare

Voya Compare Me - consumer tool that lets people compare their own financial situations and outlooks with their peers.