Jeff Hall, CFP®, CIMA®, CKA®
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Rather & Kittrell
Jeff Hall, CFP®, CIMA®, CKA®
Knoxville, TN
Serving Clients Nationwide
Together we can design a plan that will guide to a successful financial future.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Estate Planning
- Faith-Based Investing
- Financial Life Planning
- Retirement Planning
- Taxes
About Jeff Hall, CFP®, CIMA®, CKA®
In 1999, Jeff Hall began his career in finance with a regional brokerage firm after a successful four years as a student athlete at the University of Tennessee. While at UT, he was a captain of the 1998 National Championship football team, a four-time All-SEC placekicker, a four-time Academic All-SEC student athlete and was named SEC kicker of the decade for the 1990s. He continues to hold the career scoring record at the University of Tennessee as well as the longest field goal made in the state of Tennessee at 62 yards.Jeff will be the first to tell you that success in one area of life does not automatically translate to success elsewhere. His transition into the real world was filled with failures and disappointments. Not long afterwards, Lytle Rather and Chris Kittrell hired him as the first employee at Rather & Kittrell in 2002. As a result of their belief in him he dedicated his professional career to helping others avoid the same mistakes he had made and instead, be good stewards of their resources. Almost 10 year later, Jeff became a partner at Rather & Kittrell which solidified a succession plan for the firm. He continues helping successful families become thriving families and working with employers who want to help their employees make work optional.
Jeff holds a BS in Business Administration with a major in marketing and minor in speech communications from the University of Tennessee. His pursuit of lifelong learning and technical proficiency led him to earn the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Investment Management Analyst (CIMA®) certification after completing coursework at the Wharton School of Business, University of Pennsylvania, and the Certified Kingdom Advisor (CKA®) designation which is granted by Kingdom Advisors®.
He has the honor of being married to his best friend, Stacey, and is the proud father of four of the happiest kids you’ll ever meet, AJ, Hadley, Olivia and Ethan. They live in Farragut, Tennessee, and are actively involved in local and overseas Christian ministries.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Investment Management Analyst (CIMA)
- Certified Kingdom Advisor (CKA)
Primary Location
11905 Kingston Pike Knoxville, TN 37934
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button and complete the brief form to get in touch with us. From individuals to families to businesses, let’s talk about how Rather & Kittrell can help ensure your transitions go as smoothly as possible. We look forward to speaking with you.Offers Investment Management
Yes
About Rather & Kittrell
Rather & Kittrell is a Knoxville-based fiduciary financial advisory firm providing private wealth management and corporate retirement plan services, helping clients navigate major life transitions such as retirement, business sales, and divorce. Lytle Rather and Chris Kittrell launched RK more than 20 years ago, based on the steadfast belief that “people come first.” In that time, a two-desk business has grown into an advisory firm that serves individuals, families, and businesses managing the transitions that inherently come with money.At RK, we begin with a foundational question: what’s best for our client? Everything we do is in service of that goal.
WEALTH MANAGEMENT PHILOSOPHY
As a fiduciary advisor, we always act in your best interests. We consider your investments, plan ways to mitigate risk and protect what you’ve built, and work with your other trusted professionals to create a custom plan to guide you through all of life’s transitions. We believe that if we do what’s best for you, everything else takes care of itself.
OUR SERVICES ADDRESS 6 KEY CONCERNS OF OUR CLIENTS
✅ Wealth Preservation: Our team makes certain your investments align with what’s most important to you.
✅ Wealth Enhancement: We work with you to keep your cash flow healthy, and mitigate your tax burden.
✅ Wealth Transfer: Wealth transfer planning ensures that your financial legacy passes to the right people with minimal difficulty.
✅ Wealth Protection: Wealth protection is about protecting your assets from catastrophic loss.
✅ Charitable Giving: Charitable giving is donating a portion of your wealth and making meaningful gifts to charity.
✅ Full-Service Collaboration: We work with your entire team of experts to ensure that your plan is aligned with all your goals.
What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.
Education
University of Tennessee, Knoxville, Bachelor of Science (BS), Marketing
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
Rather & Kittrell Capital Management is a great company. They have provided financial assistance/guidance/ security for our family for over 20 years. They are on top of all activities of the local and world markets adjusting our portfolio to meet our desired financial goals. The service provided provides our family with a sense of security I was not sure was possible. People have ask us to switch to other financial advisors, not a chance. Doug & Debbie Drummer
Relationship to Financial Advisor: Client as of Jun 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 27, 2026
Professionalism, expertise, and integrity are the three most important criteria for me in selecting an investment company.Rather and Kittrell are at the TOP in each category for me based on 20 years of investing. In addition, their PERSONAL INVOLVEMENT separates them from so many other companies.
Relationship to Financial Advisor: Client as of Jun 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
I highly recommend Rather & Kittrell for wealth management and financial planning. They also have given me sound advice during several life transitions. I've been a client of Jeff Hall for years and now I'm also working with Sam Paganelli. From my first meeting with Jeff, I was impressed with his knowledge, professionalism, and attention to detail. He took the time to understand my specific goals and needs before and after retirement. Jeff and Sam are extremely responsive to any questions and routinely reach out to schedule meetings to review my investments. I have complete confidence in their guidance and always feel like I've made two friends and I'm not just another number in a file.
Relationship to Financial Advisor: Client as of Jun 25, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
I retired in October of last year. As part of this major milestone, we made the decision to transition our financial planning needs to Rather & Kittrell. Jeff Hall, Sam Paganelli, Crystal Meldrum and their entire team made the process seamless. The customer service is unmatched. They answer the phone (or text)! We have been very pleased with the holistic approach to wealth management that goes beyond just the stock market. I would highly recommend Rather & Kittrell for your financial planning and wealth management needs!
Relationship to Financial Advisor: Client as of Jun 22, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 21, 2026
My association with Jeff Hall, his expertise and prompt attention to detail, has span decades. In that time I've had nothing but wonderful experiences in all aspects of our relationship.
Relationship to Financial Advisor: Client as of Jun 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 21, 2026
I have been a client of Rather and Kittrell for several years now. The professionals there are not only very expert with managing my financial portfolio, but also are very caring individuals who are interested in me personally and what is going on in my life. They also are very willing to give advice to my family members who are not yet at the point of needing a professional financial advisor. I would highly recommend Rather and Kittrell to anyone who is in need of a wealth management advisor.
Relationship to Financial Advisor: Client as of Jun 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 21, 2026
Rather and Kittrell is by far the best financial planning and investment firm I have had the privilege to work with. They listen well and truly want to understand your values and your plans for the future. They then take a comprehensive approach to help you achieve those goals. I have a high degree of trust and faith in all that they do!
Relationship to Financial Advisor: Client as of Jun 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 19, 2026
After handling our investments myself for many years, sometimes with the help of a stock broker or sometimes not, my wife and I decided to entrust or portfolio to Jeff Hall at R&K. That was in 2013 after a company merger and with retirement looming. Our decision was confirmed after a lengthy discussion with Jeff about our family situation, goals, financial stability post-retirement, etc. In more recent years, Jeff has added Sam Paganelli to our account as a junior advisor. Our relationship with both Jeff and Sam and the R&K team has been excellent through the years; we are treated more like family than clients. We also appreciate their advice/suggestions on estate planning and "blood pressure control" when the inevitable market dips occur. Thanks guys for a great relationship and a job well done!
Relationship to Financial Advisor: Client as of Jun 19, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 19, 2026
We are long-time clients of Rather & Kittrell. Jeff Hall and Sam Paganelli are amazing representatives of R&K. They are very knowledgeable and personable. They care about us as people, not just as clients. Their advice and guidance over all the years has benefited us greatly. I can’t imagine our portfolio being with anyone else.
Relationship to Financial Advisor: Client as of Jun 19, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
My wife and I have been with Jeff Hall at Rather and Kittrell for 3-4 years now. Jeff, Sam, and Crystal have been such a GREAT team for us…so competent, responsive, thorough, and caring. Whenever we need advice they are always super quick. We experience Jeff as a caring friend.
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Sam & his team helped us fine tune and improve retirement savings we had started ourselves and their recommendations have made us very happy and also relieved. We have confidence and a plan based on our own vision and we greatly appreciate Sam Paganelli and everyone else at R&K.
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Jeff Hall and the R&K Team are always prepared to answer our questions regarding possible solutions for long and short term financial growth. They always show personalized care and patience,
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Other - Family Member of Advisor
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Very attentive & keep me informed & educated when necessary
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Jeff Hall has been our financial adviser for 30+ years and has guided us very effectively. We are extremely pleased with him, his staff, the R-K system and with the results and service. He now represents our entire family which speaks for itself and our trust and confidence.
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
We have had wonderful experience with Rather & Kittrell. One of the many things we appreciate is their quick response. They are extremely prompt. They are very knowledgeable in guiding us on our financial plan and educate us on our personal plan and questions.My husband and I highly recommend Rather& Kittrell for your financial planning.
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
I've been with R&K now for 12 years....always available for a question, concern or issue. Great people who I have confidence have my best interests at heart. Jeff Hall and his team are a pleasure to deal with. Highly recommend.
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Simply Outstanding
✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We have known Jeff Hall for many years on both a personal and professional basis. He has done an outstanding job creating and managing a financial plan for us while guiding us through the many stages of our life and careers. Now, as we near retirement, we are on track and ready for the future. He is a good person and his knowledge and professionalism have given us a high level of comfort, trust and confidence in his management of our portfolio. We highly recommend Jeff and the rest of the staff at Rather & Kittrell.
Relationship to Financial Advisor: Client as of Sep 19, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Extremely Pleased
✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We met Jeff Hall through my boss at the time. After an initial meeting, we knew Jeff was the person we wanted to manage and guide us on our investments. Over the years we have been more than pleased. Jeff has walked us through so many different situations and did so with his knowledge, his complete understanding of what was going on and what we wanted to accomplish. Jeff is not just our financial advisor, he is a friend and we can’t imagine anyone else watching out for our best interests.
Relationship to Financial Advisor: Client as of Sep 19, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jeff Hall and Sam Paganelli - A Winning Team
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Jeff Hall has been a good friend and financial advisor for my wife and me for the past 11 years. We were just getting started in planning our finances. He helped us with not only our money but with our goals in our life. He has now added Sam Paganelli to help us make our goals just like a college place kicker on a championship football team win the game of life. Sam is a great asset and is a valuable player on this team. Jeff exhibits the highest level of integrity, and we trust him to always do what is right and best for us. Since we sold our business, we are now trying to adjust; and we are moving into the next phase of our life. There is a plan in place that we understand. Also, we happen to be givers, and we really appreciate the fact that Rather and Kittrell believes that charitable giving should be a part of your financial plan. That says volumes about who they are and what they are about. When we sold our business in 2022, Jeff Hall was ready with suggestions as to how we could best give and the tax benefits that would result. We highly recommend Rather and Kittrell if you are in need of a financial advisor. In particular, we would recommend Jeff Hall and Sam Paganelli.
Relationship to Financial Advisor: Client as of Sep 11, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted partner in our wealth management
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
We have worked with Jeff for over 10 years. We are probably one of his smallest accounts, but he has always treated us as if we were the most important client he has. He listens to our needs and goals, offers suggestions and then manages our assets with the utmost care. I believe R&K works as a team, so it is not just one person's opinion but a knowledgeable group. I have trusted Jeff during our savings years and will continue to lean on him during our retirement.
Relationship to Financial Advisor: Client as of Sep 8, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We love the results and our relationship with Jeff Hall!
✅ Wealthtender Certified Advisor Review™
Sep 6, 2023
Jeff Hall has been our financial advisor for nearly 10 years. Jeff combines his professionalism and financial knowledge with a genuine desire to serve others and help them reach their financial goals. Jeff's wise counsel has been a continual resource as our needs related to investing and building wealth have changed over the years. Jeff has a unique and sincere way of making you feel like you are his only client. As a result, we are very appreciative of his servant-minded approach to our family's investment needs and the peace of mind it provides. We love the results and our relationship with Jeff!
Relationship to Financial Advisor: Client as of Sep 6, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
excellence from day one
✅ Wealthtender Certified Advisor Review™
Sep 6, 2023
Jeff Hall, and rather & kittrell, have been part of my family’s lives for many years. to say that Jeff has been integral in my financial planning and success would be an understatement. while Jeffs knowledge, professionalism and dedication to the planning of my family’s future could not have been more impressive through these many years , it bears mentioning the obvious genuine care for my/our wellbeing financially and otherwise. i would highly recommend rather & kittrells Jeff Hall for your financial planning, now and for your family’s future.
Relationship to Financial Advisor: Client as of Sep 6, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding!
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
I would like to express my thanks for the work Jeff Hall has done for me over the past years. Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. The expertise and attention to detail with which Jeff has handled my financial affairs can not be faulted. His dedication to clients, business excellence, and education sets Jeff apart, and I would highly recommend him to anyone wanting to achieve better financial outcomes.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
TRUST
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
The cornerstone of Rather and Kittrell is INTEGRITY. I only invest with people and organizations that perform in a superior fashion and communicate and operate with TRUST. Financial returns are important but MUST be supported with TRUST. In addition,
I ENJOY my relationships with the partners, officers and advisors.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Glad we went with R&K
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
After years of "do it yourself" financial and tax management we had built up the value and complexity of our portfolio to the point where we felt it necessary to get professional advice and guidance on our investments, estate planning and taxes. We contacted R&K and met with Jeff Hall to discuss what R&K could do for us. We were impressed and felt comfortable with their way of doing things, which is low key, friendly and totally transparent. If I have a question or concern about any part of my finances, I can call Jeff and talk things over before making a decision. I really appreciate his advice and his responsiveness. It's been nine years now and we enjoy and look forward to our quarterly review meetings with Jeff and his team. Quite honestly, we view them as good friends and trust that they have our best interests at heart. We highly recommend the folks at R&K.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
So appreciative!
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
I have been a client working with Jeff Hall and the Rather & Kittrell team for several years. I am so appreciative of the professionalism and guidance I have received from Jeff and his staff. They are always responsive to my questions and concerns, always available to help with issues, and always caring about my well being personally in addition to financially. I confidently recommend Jeff, and Rather & Kittrell, to friends and colleagues because I trust them and the work they do. I am very thankful to have them as partners in helping me reach my financial goals.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Firm
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
I am very happy with the service I receive from R&K. Jeff Hall is very in tune with my needs & desires.
Crystal Meldrum has been a great help in settling an estate.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Medical Annuity with Genworth Financial that paid for all her nursing help.
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
The best decision that Jeff Hall ever made for me was when he set up the Medical Annuity with Genworth Financial that paid for all of her nursing help for the eight years that she suffered with Parkinson's Disease.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Financial Advice
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
We worked easily with advisor to develop a long term plan for our financial security and peace of mind. The advisor works steadily to keep us on track with small and wise decisions and changes as deemed appropriate. We are gratified with the peace and security we found at Rather and Kittrell and especially with our advisor. Our advisor is highly competent, wise and trustworthy.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Parents of Advisor
One of the best decisions I have made
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Joining RK to assist in financial planning for my family was one of the best decisions I've ever made. They are knowledgeable, up to date on all market happenings and know when the right time is to make changes to your portfolio. They work to understand your family goals, what you desire to achieve and over what time period you desire to achieve your goals. They provide several reviews during the year to ensure your goals / needs have not changed and how your portfolio remains on target. You can't go wrong with RK.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Satisfied Client
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Jeff Hall and other competent members of Rather-Kitrell have helped us with big and small decisions, sometimes outlining up to six different ways to accomplish our goals. They treat us with competent care and compassion. We are grateful.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Stability Through Life Transitions
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Historically I managed household expenses and investment decisions personally with collaboration/approval of my wife; we did not have a financial advisor. We paid our bills, saved some money, tithed to our church and got our two daughters through college with very little debt. Another words, we were stable financially; along the way we felt that we were making good decisions, however a few which typically were made in haste with the hope of a quick buck turned out to be major mistakes.
Then a significant life transition occurred 10+ years ago. The company for which I had worked for several years merged with a larger firm which resulted in cash payment for our company stock as it was an employee owned firm. So, with a sizeable check in my hand a decision had to be made as to what to do with it. Obviously I was not alone in this, so we decided to invite Jeff Hall of Rather & Kittrell to speak to our group and respond to questions. I was very impressed with Jeff's presentation, and after further private discussions, my wife and I decided to place our future financial wellbeing to Jeff and R&K.
Much of our time together in the early days was spent providing Jeff with our life circumstances, hopes and dreams, family relationships, risk tolerance, etc., and through that confirming our trust in Jeff and his judgement. He encouraged us to become debt free (which we have), and other matters which were beyond pure investing but very important to our long term wellbeing.
Then came a second transition. We both retired and thus entered a new phase of life with SS instead of bi-weekly paychecks. We turned over our 401K/IRA's to Jeff to invest consistent with our previously agreed strategy. All has gone well; in particular his calming influence to stick with "the plan" even in difficult market circumstances.
A final personal word... Jeff has become a good friend, much like a member of our family. He is a consummate professional backed by a great organization; and very important to us, also a strong Christian business and family man.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jeff Hall - Exhibits the Highest Level of Integrity
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Jeff Hall has been a financial advisor to my husband and me since about 2012. The beginning process was not just about money but about everything in our life, such as our goals and how we feel about money. He exhibits the highest level of integrity beyond question, and we trust him to always do what is right and best for us. We have now moved from working, saving and giving to spending and giving, so our main concern is that our money will last as long as we do. There is a plan in place that we totally understand. Also, I happen to be a giver, and I really appreciate the fact that Rather and Kittrell believes that charitable giving should be a part of your financial plan. That says volumes about who they are and what they are about. When we sold our business in 2022, Jeff Hall was ready with suggestions as to how we could best give and the tax benefits that would result. We highly recommend Rather and Kittrell if you are in need of a financial advisor. In particular, we would recommend Jeff Hall and his team.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Retire with confidence!
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Thanks to Jeff Hall and the entire team at Rather & Kittrell I am able to comfortably join my wife in retirement. From the start of our financial planning journey Jeff was very professional, knowledgeable, analyzed plans for our future and set us on a mutually agreed course of action.
The Rather & Kittrel team has clearly communicated with us throughout the process and continues to do so as we transition from savings to managing our financial needs during retirement.
We will remain a client and encourage others to consider Jeff Hall and the team at Rather & Kittrell for their financial planning needs..
Dave Drown "Retired"
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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