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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


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   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. 

                             

Financial Services with Your Best Interest in Mind

We provide a variety of financial services tailored to your unique goals and needs.

Investments

Financial & Tax Planning Strategies

Retirement Planning

Insurance

What Our Clients Say

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...



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.

Accomplished Advisors

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