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Austin M

CFP®, Series 65

Knoxville, TN

Retirement Planning Services

Austin Mc Laughlin is a CFP® professional with four years of experience, currently advising at Retirement Planning Services in Knoxville, TN. His prior work includes roles with Cru and Perrone Pharmacy, Inc. He is also involved with Old North Abbey Church. Retirement Planning Services serves individual clients across wealth levels as well as charitable organizations and businesses, providing financial planning and discretionary asset management. The firm employs a collaborative, evidence-based approach and manages approximately $246 million in assets with a two-advisor team.

General retirement planning Social Security optimization Roth conversion strategy Annuities Tax strategies for small businesses
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Spencer H

CFP®, Series 66

Knoxville, TN

Retirement Planning Services

Spencer Hall is a CFP® with 15 years of industry experience, currently serving at Retirement Planning Services in Knoxville, TN. His prior experience includes roles at Securities America Inc. and Securities Service Network, LLC. Outside of his advisory work, he serves as a deacon and clergy team member at Old North Abbey Church. Retirement Planning Services works with individual clients, charitable organizations, corporations, and other business entities, providing financial planning and discretionary asset management. The firm uses a collaborative, evidence-based approach that includes cash-flow and scenario modeling, behavioral coaching, and coordination with outside tax and estate professionals.

General retirement planning Social Security optimization Roth conversion strategy Annuities Tax strategies for small businesses
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