Rather

Description

Rather & Kittrell is committed to providing you with information, advice, and answers to your financial questions. We strive to provide unique planning solutions for individual investors. There is no charge for an initial consultation with one of our financial advisors. After this initial consultation, we will engage you in one of the following ways.

Our team is made up of qualified professionals with over 100 years experience in guiding our clients toward their financial goals.

Detailed planning and account management is best handled through a fee-based model. Advisors work with you to provide a comprehensive solution for your financial needs. This method of compensation means the advisor receives a fee for providing professional advice on managing money not for simply making trades or selling products. We will provide portfolio management services to client accounts with a minimum of $250,000 of assets under management.

The ideal candidate will have achieved a Bachelors Degree in Finance or a related field. The candidate should have 3+ years of experience performing wealth management and financial planning services. A current CFP and/or CPA designation is preferred. The candidate must have superior client service skills. Prior experience in public speaking is a plus.

At Rather & Kittrell, we consider ourselves your retirement plan’s CFO. Within that role, our primary responsibility is overseeing the conversion, implementation and operation of your plan so that you can spend more time running your business and less time worrying about this valuable employee benefit.

Products & services

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