Chattanooga Financial Advisors
Retirement Investments & Insurance Planning in Chattanooga, TN
Worried about market swings, taxes, or outliving your savings?
Build a steady financial plan designed to protect your family today — and the next generation tomorrow.
Our Services
Comprehensive Financial Planning
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Investment Management
From wealth growth to retirement, we provide personalized financial guidance.
Comprehensive retirement strategies to ensure financial security and peace of mind.
Retirement Planning
Investments
Personalized investment strategies built around your goals, timeline, and risk comfort.
Wealth Management
Strategic guidance to build, manage, and protect your assets.
About Us
Building Trust from generation to generation
For over 40 years, One Family Financial has helped individuals, families, and business owners achieve their financial goals with integrity, honesty, and exceptional service. Led by Steve Kurtz, our independent team provides personalized guidance and tailored strategies for retirement, income growth, and long-term financial independence-always putting your needs first.
Steve has built his career around one simple goal: helping people protect what they’ve earned. His clients have spent a lifetime doing the right things—working hard, saving diligently, and planning for the future. His goal is to help people feel confident that their finances are secure, no matter what life or the markets bring. He was born and raised in Hazlehurst, Georgia, has resided in Chattanooga since 1979 and played football for UTC. He has two children and a granddaughter.
From our Chattanooga office, we proudly serve clients across Tennessee and North Georgia with respect, transparency, and clarity, ensuring every financial decision is easy to understand and confidently made.
Steve Kurtz, President
Our Services
Plan for the future with confidence. We help you build income strategies, manage risk, and create a retirement plan designed to support your lifestyle for years to come.
Sustainable and long-term income for life
Social Security optimization
Retirement Strategies
Tax - efficient growth potential
Inflation protection
Smart, disciplined investment strategies designed around your goals. We actively monitor portfolios, manage risk, and adjust as markets change to help keep your financial plan on track.
Customized portfolio creation
Comprehensive risk management
Wealth monitoring
Transparency
Comprehensive strategies designed to grow, preserve, and transfer wealth. We coordinate investment planning, risk management, and long-term financial goals to help protect what you’ve built.
Maximize growth and minimize losses
Continual updates and advisory
Proactive adjustments aligned with life changes
Streamlined, stress-free management
Access a range of investment options tailored to your goals and risk tolerance. We help you make informed decisions and build a diversified strategy designed for long-term growth.
Diversified portfolio options
Active risk management
Date-driven decisions
Goal-focused strategies
Testimonials
Trusted by Hundreds
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
“No pressure—just a clear conversation.”
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
What financial services does One Family Financial offer?
At One Family Financial, we provide retirement planning, investment management, life insurance strategies, portfolio reviews, and long-term wealth planning. We work with individuals, families, and business owners who want clear, personalized financial guidance — not one-size-fits-all advice.
Do you work with clients in Chattanooga and the surrounding area?
Yes. We proudly serve clients throughout Chattanooga and surrounding communities. Many of our clients have been with us for years, and we focus on building long-term relationships based on trust, transparency, and consistency.
Can I meet with you virtually or from my phone?
Absolutely. We offer simple, mobile-friendly video meetings that work on smartphones, tablets, or computers. You’ll receive a secure link — no complicated downloads required.
We’ve designed our process to be easy and accessible.
How do you monitor and manage investment accounts?
We track portfolios regularly and review accounts as markets change. We monitor key indexes like the S&P 500 and gold markets, along with investments tied to client strategies. Clients can schedule reviews at any time, and we proactively review accounts that are due for evaluation.
Is my information secure?
Yes. Protecting your financial information is a top priority. We use secure systems, encrypted communication, and established financial platforms to safeguard your data. Client information is never shared without authorization.
How do I get started with One Family Financial?
Getting started is simple. Click here to schedule a consultation through our website or contact our office directly at (423) 710-2009.
During your first meeting, we’ll discuss your goals, concerns, and current financial picture to determine the best next steps.
One Family Financial
1335 Mackey Branch Dr. Suite 103-A
Chattanooga, TN 37421
Building Trust from Generation to Generation
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