Personalized Financial Assistance

When it comes to your finances, you need a financial advisor on your side who truly cares about your specific situation and goals. Chris O’Dell and his team at GreenWealth in Greeneville, TN, strive to provide clients with guidance that can help them understand and better define financial goals.

We understand that personal finance and retirement planning can be daunting for many individuals, which is why we are here to help you understand and thrive. Allow our team to help you with a range of financial services to help you take control of your situation.

Retirement Planning in Greeneville, TN | GreenWealth - Chris O’Dell

If you are interested in an independent, fiduciary relationship and comprehensive wealth management plan assistance, please contact us today.

Our Financial Services

Investments

Financial Planning

(A) Portfolio Management & Risk Analysis
(B) Asset Allocation & Diversification
(C) Concentrated Stock Analysis
(D) Asset Location
(E) Second opinion Reviews

Retirement Planning

(A) Retirement Goal Setting
(B) Social Security Analysis
(C) Business Planning
(D) IRA Contributions & Conversions
(E) 401k Management & Employer-Sponsored Plans
(F) RMD’s & Withdrawal Strategies.

Estate Planning

We can coordinate and implement your overall financial strategy by utilizing our relationships with qualified CPA’s and qualified attorney’s to provide you with the following tax strategies and legal strategies.
(A) Wills
(B) Powers of Attorney
(C) Living Wills
(D) Health Care Proxy
(E) Charitable Giving
(D) Guardians for Minor Children
(E) Asset Protection Analysis.

Tax Management

(A) Review of cost basis
(B) Review of Realized Gains
(C) Carry Forward Losses
(D) Tax Loss Harvesting
(E) Deductions and Credits
(F) Potential Roth Conversions
(G) HAS’s & FSA’s

Insurance

(A) Review of Existing Policies
(B) Life Insurance Needs
(C) Long Term Care Insurance
(D) Disability Insurance

Cash Flow and Budgeting

(A) Cash Flow Analysis
(B) Expenses & Budgeting
(C) Debt Management
(D) Planned Purchases
(E) Emergency Savings
(F) Mortgage Review

Family Services

(A) College Savings Planning, 529 plans and UTMA’s.
(B) Roth IRA’s for Children
(C) Gifting
(D) Elder Care Planning
(E) Legacy Planning
(F) Divorce and Widowhood Services.

Investments

(A) Bonds
(B) Common Stock
(C) Preferred Stock
(D) Mutual Funds
(E) Fixed and Fixed Indexed Annuities
(F) Treasury Bills
(G) Alternative Investments

For more information about our firm and our services, please contact us at 423-972-4307. We would enjoy learning more about your goals and dreams.

GreenWealth - Chris O’Dell

404 E Bernard Ave Suite A
Greeneville, TN 37745

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Hours:
Monday - Thursday: 9:00AM - 5:00PM
Friday: 9:00AM - 2:00PM

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and GreenWealth are not affiliated.

Customer Relationship Summary: Microsoft Word - CIR CRS - FINAL June 2020.docx (joincambridge.com)

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Licensed in the following states: TN, VA, NC, GA, PA, FL ,KS, MO