We empower you to live comfortably by planning wisely.
We offer a process-driven,
fee-only approach to money management.
1. Discover
Understanding your personal, professional and financial life goals
2. Educate
Discuss the risk and reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation
3. Recommend
The optimal blend of options to meet your goals
4. Implement
The strategy employed to construct your wealth plan
We are here for you!
Fee Only
Financial Advisors
We believe it takes a team to provide great advice.
It’s the only way to deliver the depth of solutions our clients deserve and to equip them with the knowledge and confidence to make the best decisions for their family.
“Every client deserves a unique plan to match their unique financial goals.”
Stacy Bush
President/CEO
Play Video
Free Portfolio Risk Analysis
Take this quick questionnaire to see if your portfolio fits you!
Why don't we have a conversation?
Working Hours
Mon-Thu: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 1:00 PM
Phone & Fax
Office: (229) 247-1474
Toll-Free: (855) 520-1474
Fax: (229) 247-1453
Address
2918 N. Oak Street
Suite B
Valdosta, GA 31602