I was a resident of Knoxville, TN from 1999 until moving to Florida in 2010. I retired in 2005 and prior to retiring, I had invested in my company’s 401K, for 28 years. The financial company handling the investments was American Express. We had 8 choices and as I got closer to retire I went with a Conservative approach. Upon retirement, I had to make a choice of companies to use for an IRA. I looked at American Express, my local bank, and then remembering Dave Ramsey had an ENDORSED LOCAL PROVIDER in most cities, I located Rather and Kittrell. Even though we did not know each other personally, Lyle Rather and his family belonged to the same church.
I contacted RK and had an appointment with Mr. Kittrell and Mr. Eichhorn in late December of 2004. I started working closely with Tim Eichhorn and after comparing the three programs, selected RK as our financial and visor and planner. 19 years later, I am happy to say that it was one one the best financial decisions I have ever made. Through ups and downs in the markets, Tim has kept our ship steady and has my complete faith and trust on all matters.
Tim also helped guide our daughter through a very difficult time, financially and emotionally when she lost here husband at a very young age and with a 5year old daughter. He has continued to help her for the past 18 years.
Today, I am grateful for RK and especially Tim, whom I am proud to call my friend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.