What We Do

 

If You're Looking for Comprehensive Planning with Tax Efficiency…You've Come to the Right Place

Advisors at LeBlanc Financial Alliance provide comprehensive financial planning with an emphasis on maximizing tax efficiency.
Our commitment to serving you well needs to be evident in all that we do. Below is a list of diverse and independent solutions available to pursue your financial goals. Our professional financial advisors will help you understand which if the following alternatives suit your ‘plan’ and how to best implement them. Careful consideration is also given to how these solutions work together so we're maximizing your overall strategy for success.

Our preference is that you initially engage and complete a comprehensive plan with LeBlanc Financial Alliance. This puts us in a better position to more efficiently and effectively implement your plan with our products and services. You can simply ask us to find solutions for your specific needs but it doesn't compare to a complete financial plan.

Retirement Instruments:
•    401 (k)
•    403 (b)
•    Traditional Individual Retirement Accounts (IRA)
•    Roth IRA
•    Simple IRA
•    SEP IRA
•    Cash Balance Plan
•    Defined Benefit Plans

Risk Management Solutions:
•    Life insurance
•    Disability insurance
•    Long-term care insurance

Investment Services:
•    Variable annuities
•    Fixed annuities
•    Indexed annuities
•    Mutual funds
•    Stocks
•    Bonds
•    Options
•    REITs
•    UITs
•    CDs
•    Limited partnerships
•    1035 exchanges
•    Brokerage accounts
•    Managed accounts
•    Separate account management
•    Uniform Transfer to Minors Act (UTMA)

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Contact Information

Phone:           (865) 671-4262
FAX               (865) 671-4336

900 South Gay Street
Suite 2109 
Knoxville, TN 37902

Disclosure

Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. LeBlanc Financial Alliance., CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Please be advised that presently Kevin J. LeBlanc, Chris Sieber and Scott Beaty hold Series 7 & 66  licenses in States For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Kevin J. LeBlanc, Chris Sieber or Scott Beaty before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Securities licensed in: AL, CA, FL, GA, ID, IN, LA, MD, MI, OH, OK, PA, SC, TN, TX, VA. Insurance licensed in: FL, MI, MI, OH, SC, TN. Advisory licensed in: TN, TX.