Very responsive to requests and complete with in a reasonable time

Working with Daniel and the team at Rather & Kittrell has made a tremendous difference for our family. From the very beginning, he took the time to listen to our concerns, understand our goals, and help us create a plan that felt realistic and achievable. He has provided thoughtful guidance every step of the way, helping us make smarter investment decisions and prepare for retirement through our 401(k). What stands out most is that he has never made us feel like just another client. Rather & Kittrell genuinely care about what is most important to our family and our future. Additionally, Daniel has never rushed us or overwhelmed us with financial jargon, and always makes sure we understand our options and felt comfortable moving forward. Because of their support and expertise, we feel more confident and secure about where we are financially and where we're headed. We are incredibly grateful for their guidance and highly recommend them to anyone looking for financial advisors who are knowledgeable, trustworthy, and truly invested in their clients' success.

They do much more than financial planning, which they are very good at! Because of them we now have are affairs in order.

We have had the incredible opportunity to be part of the Rather and Kittrell family for the past 30 yrs. They have been an integral component of our retirement plan and have always been accessible for questions and/or reassurance. We so value their wise council and gentle guidance, which has allowed us to retire with confidence and pursue our passions.

After years of self-managing our retirement savings, I connected with Lytle Rather at Rather & Kittrell. My wife and I were immediately impressed with the focus on getting to know us and understanding the things that we want for our own quality of life. Not some generic formula or protocol, but intentional about planning for the specific lives we want. Since signing on with Lytle, Daniel and the team we have been extremely happy with all aspects their management. Follow-ups occur regularly and they are there for us immediately any time that we need them. We frankly should have sought professional management sooner and are fortunate to have connected with a team that is 100% committed to making sure we remain in the best possible position to live the lives we envision. These folks have been a game changer for us.

My husband and I had been long time clients of the same Edward Jones Representative as my parents. It was a difficult decision to leave them, but the reason that we went with Rather and Kittrell was because they are not "cookie cutter". They really look at every aspect of your life; your goals, your family dynamics, your interests, your fears, your needs on a daily, monthly, yearly basis. They NEVER make me feel like a "dummy"; I get overwhelmed with all the financial jargon and really want to have it "dumbed down" for me. I always say can you cut to the screen that shows US IN THE GREEN and on goal to live to our 90's and retire early! AND... they do and then back it back up to talk to my husband about all the details of blah blah blah. They always are available to help us through the unexpected; like when my husband became VERY ill. First with prayers and respect and TRUE concern and then with answers and comfort and confidence that we are still on track. They have referred us to some of the best people to help us save on Home and Car insurance. In another words, they are the FIRST people we call when we need to talk out financial concerns. Then, let us say, they don't forget special moments in our lives. Birthday gifts from Small businesses like Rainwater Farm; which has now become my favorite place to order gifts from; and a beautiful live wreath at Christmas from a Tree Farm. WE loved those gifts and notes because it felt like they really care and then really care about people in our community. This really means a great deal to us as a Christian couple that also believe in giving back to our community. AND... despite Daniel not being a True UT Fan...he doesn't treat us different because we are! UT Season Pass Holders in ON our Goal List and has to remain!! All kidding aside, you will not find a better group to help you through all of life's ups and downs. They are smart, hard working, direct, kind, and our Friends!

We have been with Rather & Kitrell for many years. The decision was based on getting real world information regarding our investments and future retirement. We have worked closely with Lytel Rather and Daniel Maupin and are very satisfied with their guidance. To use R&K are like family. Jeff

Daniel has been with us from the beginning of our journey with R&K. He is truly the best advisor! He frequently has a very detailed review with us in person. It is a great time to ask questions. He is very knowledgeable and has guided us as we move closer to retirement. My favorite quality that Daniel exhibits is his ability to really listen! That is a rare thing these days. He is truly interested in our family and asks for updates. He also responds so quickly to emails and phone calls. We know that we are in great hands and look forward to many years of continuing this special relationship.