Wealth & Investment Management in Loganville, Watkinsville, and Winder, GA
As independent fiduciary advisors we have the client—and only the client—in mind. We are committed to developing a customized tax-smart financial plan for every client to give them the confidence that they can pursue their financial goals.
By developing personal relationships with each client, we’re able to understand the heart of your needs, wants, and goals. We aim to enhance your economic well-being through personalized financial advice that consistently exceeds expectations.
From investment management to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
“Our ultimate goal is to make sure you pursue your financial goals. With that in mind, we are always looking to design long-term diversified investment strategies built within your personalized plan and are committed to providing the most cost-efficient, high-value ways to manage your money to work toward your financial success.”
Financial services designed with clients in mind
We believe there are
8 wealth management issues affecting every client which, with proper guidance, can help systematically address your needs— ranging from retirement goals to debt management.
Read more here ...
Creating Financial Security
- Retirement Planning
- Tax Plans
- Inherited IRA
- Qualified Retirement Plans
- College & Educational Planning
- Estate Planning
- Profit Sharing Plans
- Advisory Services
- Life Insurance
- Long-term Care Insurance
- Annuities
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Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency.
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