Skip to content
Skip to Client Access
Home
Our Clients
Our Clients
Business Owners
Families & Individuals
Retirees
Corporate Retirement Plans
Services
Services
Bellwether Process
Services
Services
Financial Planning
Investment Solutions
Retirement Planning
About Us
About Us
John Allen Lindsey
Connie West
Martin Summitt
Lance R. Ray
Jay Adivaraha
Career Opportunities
Google Map Directions
Why Work With a CFP®
What Makes Us Different
Important Disclosure Information
Resources
Resources
Brochures
WorthWhile
Contact
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
5502 Hixson Pike Ste G
Hixson, TN 37343-3296
T
423.698.6256
F
423.698.6257
Map and Directions
Map and Directions
Brochures
Retirement Planning
Approaching Transition
Considering IRA Rollovers
Planning Social Security
SEP Plans
Understanding 401k and Profit Sharing Plans
Understanding Annuities
Understanding Retirement Benefits
Your Financial Inventory
Estate Planning
Planning Your Estate
Women and Investing
Invest in Yourself - Financial Planning For Women
Taking Control of Your Financial Well-Being
Miscellaneous
Identity Theft
