About

Our firm is a local independent financial services firm that focuses on the business market. We have a specialty of helping our business owners navigate all the different retirement plan options including 401k, profit share and pension plans. Secondly, is with insurance planning. We get many questions regarding buy / sell, key person and succession planning. Bottom line - we take a real interest in getting to know our clients and their specific planning needs. States we cover but are not limited to: GA, AL, FL, OH, TN, NC, SC.