Named Best of Coweta 2022, 2023, and 2025!
Brett is an Independent Financial Advisor, 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, rollover services, retirement planning, estate planning, life insurance, disability insurance, long-term care, risk management, generational wealth planning, annuities and lifetime income. He is currently a 403(b) retirement provider for Coweta County School System. 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