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Jim Tarvin, CFP®

Guardian Wealth Management

6151 Shallowford Rd
Ste 102
Chattanooga, TN 37421
Phone: (423) 510-0409
Fax: (423) 510-0868

Toll-free: (866) 510-0409

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: Minimum annual asset management fee of $19,000 (minimum combined portfolio size of approximately $2,000,000)