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Financial Planning

Financial Planning

We're here to help with your long-term dreams, whether it’s retiring on your terms or saving for a life goal.


You don't need big finances to get big advice. If you're just entering the workforce or preparing for retirement, our knowledgeable Investment & Retirement Representative, Jon Murray, can determine what strategies are suitable for you. Whether you're newly married, planning for a child’s education, or facing an unexpected job change, Jon can help you pursue your financial goals.  Jon also offers Guided Wealth Portfolios - online investing that is personalized for you.


Through our services, you have access to a wide variety of financial management services including:

  • Comprehensive Financial Guidance 
  • Education Funding
  • General Investment Management
  • Investment Management for Seniors
  • Retirement Account Planning
  • Insurance Planning
  • IRA and 401k Rollover Services**
  • Long Term Care Insurance
  • Retirement Income Planning
  • Retirement Planning
  • Wealth Management

It's never too late to invest in your future. Small steps today can make for a brighter tomorrow. Contact Jon at (865) 324- 8504 to schedule a no-cost, no-obligation appointment to discuss your individual needs or visit our online Brokerage Center to learn more about financial strategies for long-term financial   planning

Check the background of this investment professional on FINRA's BrokerCheck.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alcoa Tenn Federal Credit Union and Retirement Consulting & Investment Services are not registered as a broker-dealer or investment advisor. Registered   representatives of LPL offer products and services using Retirement Consulting & Investment Services and may also be employees of Alcoa Tenn Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alcoa Tenn Federal Credit Union or Retirement Consulting & Investment Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or license d. No offers may be made or accepted from any other state.

Alcoa Tenn Federal Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not  a current client of LPL  for advisory services.

Please visit for more detailed information.

LPL Financial Form CRS

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.