Jonathan Palk Your Personal Financial Professional

Jonathan Palk Your Personal Financial Professional I love sitting down with people and having conversations around topics like what kind of legacy would you like to leave behind?

They begin to realize the financial decisions they make today actually have an impact on future generations. I help people realize the financial decisions they make today impact future generations and discuss what kind of legacy they want to leave behind. As a wealth manager I help my clients better understand their purpose, values, and what is really important to them in life. This will help shap

e how they make decisions around their finances. We then take a comprehensive look at their financial world which not only includes their retirement and investments, but also all of their insurances (life, health, disability), their mortgages, their debt, their monthly living budgets, all their assets, as well as missed tax advantages. It is important to take a look at everything altogether in order to discover any gaps or blind spots. After analyzing all the data we will create a personal financial game plan for each client. Think of me as your point guard setting you up for financial and life success.

When considering a record keeping system for your business, you need to ask yourself some very important questions
09/09/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Have a strategy for discussing healthcare with your parents.
09/07/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

Starting and running a small business takes hard work but there are steps you can take to make it easier. Discover finan...
09/04/2026

Starting and running a small business takes hard work but there are steps you can take to make it easier. Discover financial hacks to reduce stress and keep your business running smoothly.

Discover financial hacks to help reduce stress and keep your business running smoothly

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
09/02/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, ...
08/31/2026

Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, here’s what to know so you can move forward with clarity and confidence.

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
08/28/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business sur...
08/26/2026

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business survive? Protecting yourself in your personal life can help protect your business in the long term.

Protecting yourself in your personal life can help protect your business in the long term. 

Thinking of volunteering in retirement? Some considerations.
08/24/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Is buying your first home filling you with anxiety? A little pre-planning can help you ease the stress and focus on the ...
08/21/2026

Is buying your first home filling you with anxiety? A little pre-planning can help you ease the stress and focus on the excitement

Purchasing a home brings a lot of responsibilities that demand considerable time and money

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
08/19/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Address

8351 E. Walker Springs Lane Suite 401
Knoxville, TN
37923

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18656665674

Website

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