Chattanooga, TN – One Family Financial, a trusted name in annuities and life insurance since 2001, is entering a new era—expanding its services to help clients protect and grow their wealth. Under the leadership of Steve Kurtz, a financial advisor with over 40 years of experience, the firm is evolving into a comprehensive wealth management provider while staying true to its core mission: helping clients secure what they’ve worked hard to build.
A Legacy of Trust, A Future of Growth
For over two decades, Ron and Christie Adams built One Family Financial into a respected insurance agency, managing over $80 million in annuities and life insurance while prioritizing long-term security for their clients. Upon their retirement, the firm’s legacy is being entrusted to Steve Kurtz, who has spent the past nine years advising One Family Financial clients on balancing growth and protection.
“I’ve built my career around one simple goal: helping people protect what they’ve earned,” said Kurtz. “Most of our clients have spent a lifetime doing the right things—working hard, saving diligently, and planning for the future. My mission is to make sure that effort doesn’t go to waste. I want to help them keep what they have, grow it safely, and ensure their nest egg stays intact.”
Steve’s approach is rooted in personalized financial planning that prioritizes both security and growth.
“It’s not just about where you put your money; it’s about making sure those plans are solid and leak-proof. Every dollar should be working with purpose and protected from unnecessary risk. My goal is to help people feel confident that their finances are secure, no matter what life or the markets bring.”
Investing in the Future
“The last two years have delivered strong returns across stocks, bonds, real estate, and cash investments,” Kurtz added. “But protecting those gains is just as important as earning them. We’re entering a time where market trends can shift quickly, and I want our clients to be prepared. It’s about making smart, sustainable choices that secure long-term wealth.”
Expanded Services
To better meet the evolving needs of clients, One Family Financial now offers an expanded suite of investment options designed to help clients grow and protect their wealth, including:
• Managed Portfolios
• Fixed Index Annuities
• Mutual Funds
• Variable Annuities
• Unit Trusts
• Life Insurance
Contact Us: Whether you’re planning for retirement, protecting your family’s future, or looking to grow your investments, we invite you to connect with us and see how we can help secure your financial goals.
One Family Financial is located 1335 Mackey Branch Drive, Suite 103, Chattanooga, TN 37421. Phone: (423) 710-2009 – Email: steve@onefamilyfinancial.com