About this business
Since 1998, we have helped individuals and business owners in Central Georgia find the confidence that comes with carefully designed financial plans. Our job is to help you, our clients, achieve your investment goals, so you can be more secure for the future. Whether your first priority is planning for retirement, exit planning for your business, managing a 401(k)-pension plan or creating a tax-efficient estate plan, we can help organize your financial life. Our team combines local expertise with the strength of a national firm to guide your financial journey.<ul style="font-weight: 400;">
<span data-ogsc="black">Specializing in comprehensive financial planning which includes investment management, cash flow planning, estate planning, tax planning and preparation, insurance planning, and trust services</span>
<span data-ogsc="black">Serving over 250+ households with over $600 million in assets under management</span>
<span data-ogsc="black">We are fiduciaries. Your interests come first.</span>
Products and Services
Financial Planning
Tax Planning & Preparation
Investment Management
Estate Planning
Insurance Solutions
Trustee Services
Our Specialties: Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards
Alternate Phone: (888) 920-1320
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed
Features
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