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5470 Hixson Pike, Suite A, Hixson, TN 37343

(423) 875-5338
info@qfsc.com
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Investment and Tax Planning

to Help You Pursue

Financial Independence


LPL Outlook 2026

   Financial Guidance from an Experienced, Professional Advisor

When financial decisions feel complex or overwhelming, you don’t have to make them alone. We help individuals and families gain clarity and confidence through thoughtful, tax-aware planning—so you can move forward with a clear path. 

 David Queen’s background as a Certified Public Accountant (CPA), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Philanthropy® (CAP®) and an Accredited Estate Planner® (AEP®) helps him guide you through the complexity of dealing with investments, financial planning, insurance purchases, and retirement planning. While keeping an eye on your current financial situations, the advisors within our firm will advise you on the steps you can take to get closer to your future financial goals. 

                             

Our Planning Process

Our process begins with an introductory meeting where we get to know you—your goals, values, and financial situation. From there, we gather and analyze all relevant data to gain a clear picture of your current financial landscape. With that foundation, we develop personalized recommendations tailored to your needs and goals. We take the time to walk you through each part of the plan, ensuring you feel informed and confident in every decision. Once your plan is implemented, we provide ongoing support and regular reviews to help you stay on track and adapt to life’s changes.

Gather

We’ll review your current situation to determine any gaps or missed opportunities and gain a clear understanding of your financial goals.

Design

After gathering your information, we’ll take a close look at your current situation, share our insights, and introduce you to the QFSC planning process. We’ll discuss which strategies or options you would like to implement.

Implement

We will guide you with a clear, straightforward path toward your financial goals.

Monitor

As your plan moves forward, we’ll continuously monitor your progress and adjust as life changes or new opportunities arise. Through regular check-ins and ongoing reviews, we’ll help keep your financial plan on track.

Who We Serve

At our firm, we recognize that every client’s financial situation and goals are unique. Our team is committed to offering personalized and attentive guidance to each client we serve.

Pre-Retirees &#38; <br/>Retirees:

Pre-Retirees &
Retirees:

We partner with pre-retirees
and retirees to help you navigate the complexities of retirement planning to build towards a secure and fulfilling future.

Small Business<br/>Owners:

Small Business
Owners:

We offer customized financial  strategies and guidance to help business owners strengthen their finances, improve cash flow  management, and plan for long-term growth and stability.

Executives &#38; <br/>Professionals:

Executives &
Professionals:

We assist executives and  professionals in refining their  financial strategies, navigating complex compensation  packages, and making  confident, informed decisions  that support their long-term  objectives.

What They've Said

We aim to provide clients with guidance designed to help them make informed financial decisions.
Below are some of our long-term clients sharing their individual experiences...



Financial Services with Your Best Interest in Mind

Investments

Financial & Tax Planning Strategies

 Retirement Planning

Insurance

Our Guidance

One of our primary goals is to provide the advice and services necessary to help you feel confident about your present and your future. We consult with each client personally to better understand your unique values, needs, and goals. Rather than working toward a one-size-fits-all portfolio, our services are focused on helping you pursue your goals for the future.

Show Me How

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Accomplished Advisors

Time-Tested Advice

Since 2000, our firm has been offering clients guidance and personal consultations for individual and business services. Our team is committed to helping clients pursue long-term financial confidence by creating customized programs based on our clients unique goals to grow, preserve, and conserve their personal wealth. 

See Our Team

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Tell Us How We Can Help You Today

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