“Our mission is to create clear financial plans, produce sustainable retirement income, and manage investment risk so every-day folks can sleep better at night.”

 

Beginning in 1999. Our advisors have been providing professional wealth management to individuals and families for over twenty years collectively.  We are independent, product-neutral and primarily fee-based in our compensation model (fee is a fixed % of the dollars we manage).  We add value to our clients through our experience, education and our processed approach to wealth management.

Accomplishing the Mission.  Combining the most important elements of three distinct jobs in the world of finance.

  • Financial Planner
  • Investment Advisor
  • Insurance Agent

Three Jobs, Different People.   Each has a role in your financial well-being.  Unfortunately, it is expensive, time consuming and often confusing to hire one of each. No one is managing a “Master Plan”.  What if you were to combine the core competencies of these three jobs and apply that collective body of knowledge to an individual or family?  That is exactly what we have done.

Licensees & Certifications.  The advisors in our office hold one or more of the following:

    • Series 07, 63, 65, 66 registrations with LPL Financial
    • Alabama Life & Health Insurance
    • CERTIFIED FINANCIAL PLANNERTM

    • Chartered Retirement Plans SpecialistTM
    • Members of the “Financial Planning Association”TM, “Financial Services Institute”TM and the“Retirement Income Industry Association”TM

Core competencies

    • Creating goals based financial plans
    • Targeting sustainable retirement income
    • Managing investment risk through diversification and Absolute Returns