FINANCIAL PLANNING

Financial Planning Services in Chattanooga, TN


We see beyond the numbers.
With a wide breadth of experience, the professionals at Rooks CPA, PLLC have the expertise to help you with any financial planning need you may encounter. We know that it’s about more than numbers. It’s about your family, about protecting what you’ve 
worked hard to build, and ensuring that those you love most are protected, and that takes planning. Whether planning for retirement, determining a responsible use of assets, planning for your family’s financial security, concerned with the minimization of taxes, 
or working towards an orderly wealth transfer, we can help.

All of us should plan for the future, 
let us help you plan yours.

Speak with a Financial Planning Professional Today!
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