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Frequently Asked Questions

Who is your typical client?
Our typical client is someone who has a few years away from retirement, or is currently in retirement. They appreciate honesty, are passionate about their goals, and enjoy simplicity.

How do I get started?
Call or email our office to receive additional materials and set up an introductory meeting at no charge! 229-247-1474 or  

Is there a charge for the initial meeting?
Absolutely not. We believe that a working relationship has to be developed on trust. The initial meeting is for us to get to know you, your family, and what you value in life. From there, if we are a fit, we will schedule an additional meeting.

What do I need to bring to the first meeting?
For your first, complimentary meeting, you must bring most recent paystubs, investment statements, insurance statements, wills and trust documents, etc. Also bring your spouse or significant other and any questions that you may have for us.

How do you charge for the services you provide?
We charge a fee based on the amount of assets that we manage for you. We want our clients to be assured that our recommendations are always made in their best interest. We believe that if we accept commissions only, our clients could view us as having a bias.

Do you accept referrals?
Yes. Most of our clients are referred to us by our already existing clients. We value our relationships with current clients, therefore anyone that is special to them, is special to us.

Who is NOT a good fit for Bush Wealth?
Our firm isn’t for most people. If you thrive on discovering the latest “hot-stock”, prefer trusting your gut over sticking to a strategy, or believe in chasing returns by jumping in and out of the market, there are plenty of other firms you can call.