Named Best of Coweta 2022!
Brett is a fiduciary, offering FREE consultations and wholistic planning with no minimum account size. He is 100% independent and his process has over 35 year track record to show what happens through the ups and downs. He offers investment advice, rollovers, retirement planning, estate planning, life insurance, disability insurance, long-term care, risk management, generational wealth planning, annuities and life time income. He is currently a 403(b) retirement provider for Coweta County School System and The Heritage School. He also provides 401k and retirement plans to other businesses.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC