Our Processes

Who We Are

We are an investment and tax management firm committed to helping our clients work toward long-term financial independence. After we learn our clients’ life goals, our shared vision is to build meaningful relationships and provide personalized financial services to help them make smart, well-informed financial decisions for each life or business phase. As a client’s portfolio grows, we advise and refine based on their personal and family goals and offer guidance to help preserve their personal wealth. Queen Financial Services Corporation (QFSC) is an independent firm with no proprietary investment products to push.

When you start working with QFSC, we become your “personal chief financial officer”, offering strategies and resources to coordinate all of your financial needs. QFSC has developed strategic resources that are key professionals who can handle your estate planning, retirement planning, tax planning, and insurance needs. Call us for an appointment to discuss your unique needs today, (423) 875-5338.

We look forward to meeting you!

Let's Get Started

Our onboarding 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.

Start Your Process Today

Our Client Review Process

The graphic above shows examples of potential client review meeting topics, depending on your complexity and needs. In the first meeting, we can focus on topics like portfolio rebalancing, financial plan updates, and reviewing the LPL Outlook, while also checking in on year-end items like RMDs. The second meeting typically centers around LPL’s Midyear Outlook, estate and insurance planning, and charitable giving strategies. For the third meeting, we can review your portfolio and tax returns, evaluate opportunities for tax-loss harvesting and explore opportunities for tax planning. As a client’s portfolio grows, we advise and refine based on their personal and family goals and offer guidance to help preserve their personal wealth.