We are fiduciaries, offering FREE consultations and wholistic planning with no minimum account size. We are 100% independent and our processes have over 35 year track record to show what happens through the ups and downs. We offer investment advice, rollovers, retirement planning, estate planning, life insurance, disability insurance, long-term care, risk management, generational wealth planning, annuities and life time income. We are currently a 403(b) retirement provider for Coweta County School System and The Heritage School. We also provide 401k and retirement plans to other businesses.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC