Check the background of this financial professional on FINRA's BrokerCheck.

Retirement Planning

We offer comprehensive retirement planning for individuals and consulting for small to mid-sized businesses with a wide range of retirement and investment offerings to select from based on your goals. Retirement offerings include, but are not limited to, the following:

Investment Services

  • Brokerage Retirement Plans
  • Roth/Traditional IRA
  • 401(k) Rollover
  • Annuities
  • Exchange Traded Funds (ETF)
  • Mutual Funds Exchange
  • Fee-Based Accounts*
  • Retirement Income Planning

Insurance

  • Health - Individual, Group, Medicare
  • Life – Term, Universal, Whole
  • Disability -  Short-term (STD) and Long-term (LTD)
  • Long Term Care

Click here for Retirement Calculators to help you get a snapshot of planning needs to meet your retirement goals.

Or call us today to schedule an introductory consultation and we can guide you through this process – (423) 875-5338.

Added-Value Client Services

  • Complimentary Introductory Consultation
  • Weekly Market News & Updates e-Newsletter
  • Professional Services Network available (referral to other recommended and trusted professional services providers, such as attorneys, to assist with other client needs.)

*Investment services may be conducted via a fee-based account. Fee-based accounts refer to an account type in which the advisor's compensation is based on a set percentage of the client's assets instead of on commissions. The representative will work with the client to determine the appropriate account type.

CONTACT US

Queen Financial
Services Corporation
One Northgate Park Building
2120 Northgate Park Lane
Suite 303
Chattanooga, TN 37415 (map)
(423) 875-5338

 

  Member Since 2003

 
Check the background of this firm on FINRA’s BrokerCheck »

Our Investment Philosophy



 
 
 
ABOUT US
Our Team
SERVICES
Financial and Tax Planning
Investments
Retirement Planning
NEWS & UPDATES
Newletters
Market Watch
RESOURCES
Funds and Plans
Investment Management
Health & Dental Insurance
Long Term Care Insurance
Helpful Resource Links
Video Alerts
Calculators
Life Events
CLIENT LOGIN CONTACT
Queen Financial Services Corporation
One Northgate Park Building
2120 Northgate Park Lane, Suite 303
Chattanooga, TN 37415
423.875.5338    |    (map)


All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  AL, CA, FL, GA, MD, NC, NM, PA, TN, VA, WA, WV

Queen Financial Services Corporation, David Queen, CPA, Bickham Bookkeeping & Payroll and LPL Financial are separate and unrelated companies.

Copyright © 2017, Queen Financial Services Corp.

 


Check the background of this financial professional on FINRA's BrokerCheck.