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Your Guide to Financial Confidence

Peace of Mind

How much is enough? What will my spouse do when I'm gone? How do I protect my assets? A trusted advisor can help guide you to the answers.

Simplify

If being wealthy means having time to fully experience life, why not delegate financial complexities to a competent, trusted advisor?

Align

Do your finances align with your personal values? It's possible. We call it Values Driven Financial Planning.

Serving North Alabama and Beyond Since 1995

Professionals

Many of our clients have professional backgrounds such as engineering, legal, accounting, healthcare, small business, ministry and public service.

Families

We serve families and those who are single due to death or divorce. Although most of our clients are in or near retirement, we also serve pre-retirees.

Retirees

Retirees and pre-retirees alike enjoy the benefits of our Retirement Income Planning services, including Social Security income strategizing.

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