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Retirement planning that supports your BIG IDEAS and helps you enjoy more of LIFE’S SIMPLE PLEASURES.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner ™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CRPC® conferred by College for Financial Planning.

Kefauver Financial Planning & Wealth Management  •  (865) 268-9585  •  1020 William Blount Dr., Maryville, TN 37801

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MN, NC, NH, NV, NY, PA, SC, TN, TX, VA, VT, WI

Commonly requested documents:  ADV 2A  |   ADV 2B   |  Form CRS  |  LPL Form CRS  |  Copies of these documents as well as our entire policies and procedures manual will be mailed upon request.