QFSC Investment & Tax Advisor - Chattanooga

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QFSC Investment & Tax Advisor - Chattanooga If you’re feeling uncertain about a financial decision, you’re not alone—many smart people do. Good planning isn’t just about numbers.

It’s about clarity, confidence, and having someone to help you think through options and stay the course. When financial decisions feel complex or overwhelming, you don’t have to make them alone. We help individuals and families gain clarity and confidence through thoughtful, tax-aware planning—so you can move forward with a clear path.

The tax extension deadline is October 15, 2026. If you filed for an extension, be sure your tax return is completed and ...
10/09/2026

The tax extension deadline is October 15, 2026. If you filed for an extension, be sure your tax return is completed and submitted on time. Don’t wait until the last minute!

Today is World Financial Planning Day! A thoughtful financial plan can help you set clear goals, make informed decisions...
10/07/2026

Today is World Financial Planning Day! A thoughtful financial plan can help you set clear goals, make informed decisions, and prepare for the future. QFSC is here to help you pursue financial independence. Give us a call to setup your appointment!

October is bringing a little celestial entertainment! The annual Draconid meteor shower is expected to peak on the night...
10/06/2026

October is bringing a little celestial entertainment! The annual Draconid meteor shower is expected to peak on the night of October 8–9, with excellent viewing conditions thanks to an almost moonless sky.

Unlike many meteor showers that are best viewed in the early morning hours, the Draconids are an evening event. This year's peak is expected around 9 PM EDT on October 8, so there's no need to stay up until dawn.

Here's how to make the most of it:
🔭 Find a dark spot. Head somewhere away from city lights with a clear view of the sky.
✨ Give your eyes time to adjust. Allow about 30 minutes to get used to the darkness.
🌙 Leave the equipment at home. You won't need a telescope or binoculars. Just look up and take in as much of the sky as possible.

The Draconids typically produce around five meteors per hour under ideal conditions, although they've surprised skywatchers with spectacular displays in the past.

The shower runs from October 6–10, so you may have several opportunities to catch a shooting star, weather permitting.



Source:

Good news! The Draconid meteor shower peaks under almost moonless skies on Oct. 8-9.

Happy 6th Work Anniversary to Hilary! 🎉We are celebrating 6 years of Hilary being an important part of the Queen Financi...
09/29/2026

Happy 6th Work Anniversary to Hilary! 🎉

We are celebrating 6 years of Hilary being an important part of the Queen Financial Services team! As our Client Relations Specialist, Hilary helps create a warm and welcoming experience for every client and visitor who comes through our doors. We are grateful for everything she does for our clients and our team.

Please join us in congratulating Hilary on 6 years with QFSC!

The richest person in your town probably isn't a tech founder or someone in finance. It's more likely the dentist runnin...
09/25/2026

The richest person in your town probably isn't a tech founder or someone in finance. It's more likely the dentist running four offices, or the owner of the HVAC company whose trucks are everywhere.

New research from economists Owen Zidar and Eric Zwick, based on IRS and Treasury data, found nearly 5 million U.S. households worth at least $5 million, holding combined wealth more than 13 times that of the Forbes 400.

A few patterns stood out:
➡️Most started their business themselves rather than inheriting it
➡️Most run ordinary, brick-and-mortar businesses rather than tech or finance
➡️Independence mattered more to them early on than getting rich ever did

Case in point: Dick Portillo started a hot dog stand in 1963 with just $1,100. Decades later, he sold the business he'd built for $1 billion.

Building wealth often looks much more ordinary and attainable than the headlines suggest. If growing or eventually stepping back from a business is part of your picture, that's worth talking through together, give us a call.


Source: https://www.cbsnews.com/news/everywhere-millionaires-business-ownership-wealth/

Happy 21st Work Anniversary to Patti Clark! 🎉We are celebrating 21 years of Patti being an important part of the Queen F...
09/09/2026

Happy 21st Work Anniversary to Patti Clark! 🎉

We are celebrating 21 years of Patti being an important part of the Queen Financial Services team! As a Registered Representative, Patti brings a wealth of experience, dedication, and knowledge to QFSC, and we are grateful for everything she has contributed over the years.

Please join us in congratulating Patti on 21 years with QFSC!

📣 Friendly ReminderThird-quarter estimated tax payments are due September 15, 2026.Need help reviewing your payment? QFS...
09/08/2026

📣 Friendly Reminder

Third-quarter estimated tax payments are due September 15, 2026.

Need help reviewing your payment? QFSC is here to assist.

Check out our Tax Resources page for more tax dates, forms, tax rates and publications! https://www.qfsc.com/tools/tax-resources

09/07/2026
National 401(k) Day is a great reminder to check your contributions, review your investment mix, and make sure your reti...
09/04/2026

National 401(k) Day is a great reminder to check your contributions, review your investment mix, and make sure your retirement plan still reflects your goals.

A little attention today may help you stay on track for the future.

Address

5470 Hixson Pike, Suite A
Chattanooga, TN
37343

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 4pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+14238755338

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