On top of it
✅ Wealthtender Certified Advisor Review™
September 19, 2023
Always on top of the markets and trends. The consistent communication is so appreciated!
◼ 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.
Tracy Harrell
Stable Confidence
✅ Wealthtender Certified Advisor Review™
September 18, 2023
Have been family friends with the Rather’s for years. Great man, great family and awesome children. Changed jobs about 8 years ago and moved 401K to R&K. Have done an excellent job of helping us plan financially and legally for retirement. Keep us informed and adjusted to reduce risk and on plan.
◼ 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.
Yoho family
Able to customize our needs
✅ Wealthtender Certified Advisor Review™
September 18, 2023
Lytle and his team has been able to customize our family needs. We are going through the transition from working full time to starting to retire. He has done a great job walking through the process and assisting with timing.
◼ 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.
Roger
Appreciating sound advice
✅ Wealthtender Certified Advisor Review™
September 18, 2023
We came to Lytle for help about 8 years ago. We realized that we would need help as we reached retirement age. He has been a trusted advisor for us since. He instills a sense of confidence by explaining their system of investing and long range planning that we had not experienced with previous investors. In addition to investment advice, he helped us with redoing wills and end of life plans. We have always been pleased with his advice. It is nice to be able to trust that your finances are in capable hands.
◼ 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.
Jim and Rosemary Murphy
A real professional
✅ Wealthtender Certified Advisor Review™
September 18, 2023
We have had a great relationship with Lytle and all the people at R&K
They have a complete understanding of their business and our total confidence that they are treating our account as they would their own. If you are looking for someone you can trust with your financial affairs Lytle is the only person we’d recommend.
◼ 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.
Tony Stubbs
Outstanding Team
✅ Wealthtender Certified Advisor Review™
September 18, 2023
Lytle and his team have gone above and beyond to support my Mom in making wise financial decisions after the loss of my father. The kindness and professionalism with which the R&K team works is unparalleled. For anyone in need of a thoughtful, compassionate, and talented group of individuals capable of helping you build a strong financial future, I recommend R&K without hesitation.
◼ 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.
Evan Turner
We highly recommend Rather and Kittrell
✅ Wealthtender Certified Advisor Review™
September 18, 2023
Lytle and his team have overseen our portfolio and finances for many years, as well as being advisors to us in decision making in our retirement years. They have been professional, wise, and most accommodating in every situation. We trust them implicitly and have utmost respect for their knowledge and expertise. Their integrity is impeccable. We can highly recommend this fine team.
◼ 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.
John and Nancy Heatherly
Great Financial planner, care and integrity
✅ Wealthtender Certified Advisor Review™
September 14, 2023
We use Lytle and his firm for our 401k at work and they have been great. I also worked with them on a personal level for my mom’s investments, and they took great care of us. I highly recommend them for all your financial planning needs.
◼ 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.
Don Stewart
Great financial planner and human being
✅ Wealthtender Certified Advisor Review™
September 14, 2023
When I had my medical emergency he was one of the first people to reach out to me. He set an appointment we both me and my wife to see how we were doing and what if anything we needed. He guided us and helped us live financially through this difficult time as I could not work for over 6 months and since I was an indecent contractor, I made no money as my income was 100% commission and he made sure that my wife and I could continue to not only live and pay our bills that we could do it with less stress. I would highly recommend Lytle to anyone because we all need someone who not only cares about your financial future but cares about you as a human being.
◼ 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.
Greg Dodge
Thankful for caring professional advisors
✅ Wealthtender Certified Advisor Review™
September 14, 2023
I am thankful for Lytle’s professional financial guidance over many years. We are retired & able to live productively during these post working years. The way we have been treated and coached makes me feel like we are family.
◼ 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.
Dave Benner
EXCELLENT!!!!!
✅ Wealthtender Certified Advisor Review™
September 14, 2023
We have been with Lytle for 25 years. Since then my husband and I have both retired and our money couldn’t have been in better hands. You worry about turning your money over to someone but we talk about everything and which way we want to go and get excellent advice and they have helped with advice on many other things. We don’t like to recommend many people but I have give Lytle’s name to many of my closest friends and felt safe doing it.
◼ 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.
Jim and jane
Retirement planning
✅ Wealthtender Certified Advisor Review™
September 14, 2023
Lytle and his team have been there all the way for me and my family as we prepare for retirement. He and his team are personable, professional and always available to answer questions.
I can’t stress enough how please we are and how thankful we are to Lytle and his entire team….they are family !!!
◼ 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.
Joel and Angela Farmer
Thank you for all you do for Ridgeview
✅ Wealthtender Certified Advisor Review™
September 14, 2023
The Rather & Kittrell Team are trustworthy, knowledgeable, caring, professional and personable.
I (we) value and appreciate our strong & long standing relationship with Lytle Rather, Hannah Whatley and the RK Team!
◼ 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.
Brian Buuck
Highly recommend
✅ Wealthtender Certified Advisor Review™
September 14, 2023
Lytle and his team are 100% focused on helping you meet all your goals — personal and financial. Once you settle on a plan, you can sit back and have financial inner peace.
◼ 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.
Richard Stevens
Lytle and his team are wonderful!
✅ Wealthtender Certified Advisor Review™
September 14, 2023
My husband and I started working with Lytle around 2 years ago. We had an in person meeting and he spent an incredible amount of time with us, asking questions to get to know us, explaining our options, and putting together a plan for our financial future. Lytle is patient and responsive, always helpful in answering our questions and providing honest insight to proposals we run by him. I highly recommend him!
◼ 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.
Jennifer Torgeson
An enjoyable journey built on trust.
✅ Wealthtender Certified Advisor Review™
September 14, 2023
I’ve worked with Lytle for 20 years both in a business environment and a personal level. Lytle is not only our financial advisor, he also adds insight into tax and estate planning. Lytle has become a trusted personal confident to my wife and I in our life’s financial journey. It’s also reassuring to see how he and his partner have built an organization capable of providing excellent financial advice for future generations.
◼ 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.
David Waddilove
A Team You Can Depend On
✅ Wealthtender Certified Advisor Review™
September 14, 2023
I have had the pleasure of knowing Lytle Rather for over 20 years. I first met Lytle through his involvement with our family business. Lytle and his experienced team have served my family well. They have a way of making you feel like family, and their passion for helping others achieve and maintain their financial goals is evident. They have a unique formula for first getting to understand what’s important to you and your family, and then building a game-plan to reach and maintain those goals. Collaboration is a huge part of wealth management and Lytle and his team are great about working with your current in-place team of advisors (CPA, estate planning, etc.) or can assist in finding suitable experts if needed. I can 100% recommend Lytle Rather, his partner Chris Kittrell, and their entire team of experts without hesitation.
◼ 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.
Mark Davis
Six Years of Financial Peace of Mind
✅ Wealthtender Certified Advisor Review™
September 14, 2023
I signed on with Lytle Rather at Rather & Kittrell 13 years ago after my husband died. We had always known I would need a financial advisor to help and keep my portfolio up to date. Looking back on the last 13 years I believe it was the best decision I ever made. They have the financial skills I lack and they also have the insights to hire good, solid people into the firm. They have been so helpful in all things financialA. I highly recommend Lytle Rather and the firm of Rather & Kittrell!
◼ 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.
Anoymous
Quality, breadth, and depth of services provided.
✅ Wealthtender Certified Advisor Review™
September 14, 2023
R&K goes above and beyond the role of Financial Advisor. They understand the importance of educating the staff on the importance of planning for retirement and educating them on how to navigate the “investment arena” in a very informative and “user friendly” way. Lytle Rather and Nathan Woods are very knowledgeable on the updates on the regulations that could impact retirement planning. They send periodic bulletins that contain very informative, helpful information, insights, reflections, and fun stories!
Lytle and Nathan are very personable and approachable folks. They are very prompt in responding to our questions.
◼ 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.
Yolanda Monfort
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