Business Owners
You don’t know what you don’t know. I’ll help fill in the knowledge gaps so you can make more informed decisions for your business and financial future.
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Rose Swanger
Principal of Advise Finance, LLC
CFP®, RICP®, CDFA® EA
Advise Finance, LLC123 Center Park Dr, St 216, Knoxville, TN 37922
Broker Affiliation: Osaic
Languages: Mandarin
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Physicians & Healthcare
Remember the taste of ramen noodles and pay yourself first. Building an emergency fund is the foundation of a rock-solid financial house.”
Retirees or Seniors
You may have been there and done that, but retirement is a new chapter that may call for a different path and a different approach to financial planning.
Major Milestones I Specialize In
Divorce Planning
Listening, empathy, and repetition are key when navigating the financial decisions of divorce during an emotionally difficult time.
Early Retirement or Financial Independence
Don’t overlook the risks you may not have considered. Have a plan—because failing to plan is planning to fail.
Retirement Planning
Don’t overlook taxes in retirement planning. My expertise in both wealth management and tax planning allows us to coordinate the two under one roof.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
My goal is to build a long-term relationship and provide coordinated financial, investment, retirement, and tax planning—not simply manage an investment account. In order to have a good understanding, I firmly believe every financial planning starts with knowing you—not with recommending products. I begin with a conversation about your financial situation, family, priorities, concerns, and what you want your money to accomplish. I then review your investments, retirement accounts, income, taxes, insurance, and other relevant financial information to identify opportunities and potential gaps. I will create recommendations based on your individual goals and circumstances. This may include retirement planning, investment management, tax-efficient strategies, income planning, and other areas important to your financial future. Before making changes, I explain what I recommend, why I recommend it, and how it fits into your overall financial plan. I want you to understand your strategy and feel comfortable with the decisions we make together. Once we agree on a strategy, I help put the recommendations into action and coordinate the different pieces of your financial plan. Finally, financial planning is an ongoing process. We meet regularly to review your investments and financial plan, discuss changes in your life, and make adjustments as needed.
Disclosures
AdviseFinance is a marketing name for securities & investment advisory services offered through Osaic Wealth, member of FINRA/SIPC & a registered investment advisor. Osaic is separately owned and other entities and/or marketing names, products, or services referenced here are independent here are independent of Osaic Wealth Securities.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.