Miser Wealth Partners, LLC

Need legal assistance in Tennessee? Contact Charles W. Kite, Attorney of Counsel for Miser Wealth Partners, for expert guidance and reliable solutions. Don't navigate legal matters alone – call Charles today and secure your future! #LegalHelp #TennesseeLaw #ContactCharlesWKite #ExpertAdvice 212 Village Square Loudon, TN 37774 US 865-281-1616 https://lnkd.in/dXR9XAGg

Preparing for retirement can be a challenge. Especially when you have prudently saved, and your IRAs and 401ks have grown more significantly than you ever dreamed when you started saving years ago? Should I consider converting some IRAs to Roth IRAs? Seems easy, right? Except for one catch--The IRS landmine of hidden taxes and penalties along your conversion pathway. Turn to Miser Wealth Partners, LLC--your tax, investment, and legal partner on this journey. Schedule your appointment today by calling 865-281-1616 or clicking the link below: https://lnkd.in/dsCjZcqu #hiddentaxes #retirement #roth #taxes

Have you experienced the power of collaborative financial planning? At Miser Wealth Partners, LLC, our team of experts—attorneys, tax advisors, and investment professionals—work together daily to address your financial priorities. Experience the 'Miser Difference' today. #FinancialPlanning #Collaboration #MiserWealthPartners Click the link to schedule a call today: https://lnkd.in/d5XUhJce 212 Village Square Loudon, TN 37774 US 865-281-1616 https://lnkd.in/dXR9XAGg

Working with an experienced local team of advisors who specialize in tax, legal, investment, and income planning can be a significant upgrade from your 1-800-MutualFunds advisor who may be hundreds of miles away when you need them. Work side-by-side with a team of professionals who support your local clubs and organizations and who are a part of your community. Isn't it time you scheduled your appointment today and experienced the Miser Difference? Click to link to establish your appointment today! https://loom.ly/O7MpxHY #localadvisor #experienced #retirement

Welcome Sharon to Miser Wealth Partners, LLC! Meet Sharon, our new Executive Coordinator at the Tellico Village office. As a resident of Tellico Village for over a decade, she’s not just our colleague but also your neighbor! Born and raised in Southeast Michigan, Sharon moved to Tellico Village in 2013 after raising her family in Canton, Michigan. She brings a wealth of experience, having held positions like Office Manager for an overhead crane company and Manager of DOT Safety & Compliance for a trucking company in Knoxville. Sharon took some time off to pursue personal interests and earned her real estate license, which she keeps active to this day. Now, she’s excited to join Miser Wealth Partners and support our team as the Executive Coordinator. In her free time, Sharon loves attending concerts, boating, golfing, socializing, and karaoke. Need financial planning, tax, or legal services? Call us at (865) 281-1616 or click the link to set up a discovery meeting at one of our convenient locations. https://lnkd.in/dsCjZcqu #Welcome #MeetOurTeam #MiserWealthPartners #TellicoVillage #FinancialPlanning

ARE YOU READY FOR AN UNEXPECTED HEALTH CARE EVENT? Click on the video below to learn more. #LongTermCare #UnexpectedEvent #EstatePlanning #LegacyPlanning Miser Wealth Partners, LLC 212 Village Square Loudon, TN 37774 865-281-1616 https://lnkd.in/dXR9XAGg

Planning ahead is a critical step for all retirees. Long-term care coverage is more affordable than you think. The days of "use it or lose it" are over in the long-term care industry, so be sure to schedule a free consultation with the professionals at Miser Wealth Partners, LLC, by clicking this link today! #longterm #planningahead #coverage https://loom.ly/8_6gl5w 865-281-1616 212 Village Sq. Loudon, TN 37774 https://lnkd.in/dXR9XAGg

ARE YOU READY FOR AN UNEXPECTED HEALTH CARE EVENT? Click on the video below to learn more. #LongTermCare #UnexpectedEvent #EstatePlanning #LegacyPlanning Miser Wealth Partners, LLC 212 Village Square Loudon, TN 37774 865-281-1616 https://lnkd.in/dXR9XAGg

The convenience of having a local advisor coupled with premium legal, investment, and tax planning advice in one office--That's the Miser Difference! Isn't it time you experience this for yourself? Schedule your appointment today by clicking this link: https://lnkd.in/emFP7Cyd.

Planning ahead is a critical step for all retirees. Long-term care coverage is more affordable than you think. The days of "use it or lose it" are over in the long-term care industry, so be sure to schedule a free consultation with the professionals at Miser Wealth Partners, LLC, by clicking this link today! #longterm #planningahead #coverage https://loom.ly/8_6gl5w 865-281-1616 212 Village Sq. Loudon, TN 37774 https://lnkd.in/dXR9XAGg