Almost 20 years ago My wife's employer selected the Rather & Kittrell Capital Management firm to manage her company's retirement savings accounts. In those past 20 years Lytle Rather (the co-founder of Rather & Kittrell) has guided us through every phase of our career and working life. I, myself, was so impressed with the quality of service my wife received that I have also opened an IRA with Rather & Kittrell even though my own company was using another firm for its retirement investment accounts.
Lytle has supported our financial well being in so many ways. He referred us to an excellent estate management lawyer to help us craft a will and trust fund for our children. He has advised us on the right level of insurance coverage to help us safeguard our assets and retirement funds. He has a whole range of analytical tools to help assess our financial health and to guide us to the best possible investment outcomes for our particular needs. And while providing all these amazing services, he has been just a great person to work with. Always upbeat and cheerful, but with the right mix of optimism and pragmatism; with zero sugar-coating of the real world financial facts that he always keeps at the heart of his approach to the wealth management services he provides us.
My family can't imagine a better advocate for our overall financial health than Lytle Rather!
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.