We believe in helping people create more meaningful relationships, lives, and legacies through good financial stewardship.
Our goal is to understand you and your objectives. We create strategies that are tailored to your needs and goals to address the five key areas of financial planning:
Retirement Income Planning
Years of experience have prepared us to guide people through life's transitions. We enjoy sharing this information with clients and the wider community through events and education on:
Small Business Owners Group
Social Security Planning
Our Mission is Good Stewardship. Our role is to encourage individuals, families and organizations to become more proactive in addressing these areas of their financial world. Everyone has a plan whether they acknowledge it or not. A proactive plan is designed to meet the personal goals and objectives which are the most meaningful and which are from the heart. The other type of planning is a “lack of planning” in which the outcome is uncertain, unexpected and often detrimental with respect to what is truly important to the individual and their resources.
Everyone has investments, perhaps a retirement plan, and some life insurance. Some people even have disability insurance. Fewer individuals have an updated will or estate plan.
Think about it. What are your priorities? Your calendar and checkbook will reveal what is truly important to you. The question is whether you are, financially, being proactive or are you only reacting to the events and situations around you?
We would like to help. If you would like to explore how you can better align your financial plans with your values and long term goals for you and your family, please contact us.
People think I only work with money. In reality, I work with people to help them manage their money, encouraging them to lead more meaningful lives. Every client is different. Tell me your story, let me know how I can help.
Born in Atlanta, educated at the University of Georgia, and currently live with my wife, Beth, at our farm in Athens. Please don't hesitate to get in touch for a call or appointment at our Athens or Atlanta locations. We'd love to hear from you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.