We provide financial services and planning for the 21st century.
Our firm has provided financial planning and services throughout the Southeast since 1977. We currently enjoy the confidence of hundreds of clients in 11 states and several foreign countries. We invite your inquiry and would be delighted to provide references.
Our firm provides strategic financial planning and support to business owners, professionals and high-net worth individuals. We employ a multidisciplinary approach, integrating our input with that of other financial advisors and counsel.
We focus on wealth accumulation, asset protection, family asset distribution strategy, business exit and succession planning, profit-oriented employee benefits and innovative planning strategies incorporating sound tax principals.
As the financial industry attempts to provide multidisciplinary solutions and one-stop shopping for corporations, top executives, and affluent families, our firm has become a necessary resource for those institutions and individuals who seek analysis of their most critical tax and risk reduction needs.
We offer in-depth product knowledge, without product bias, as well as the administrative support for the design, implementation and maintenance of the numerous advanced financial strategies implemented.
Our services progress systematically from initial discovery and fact verification, to design, implementation, updating to meet and/or anticipate legislative and regulatory changes through annual review of our recommendations.
Our focus is to provide the highest quality of client satisfaction. Our process involves listening to your concerns, benchmarking your current status, making recommendations that are appropriate and evaluating the tax and financial changes that impact your revised planning.
Open and frequent communication is the hallmark of our client relationships. Please call us toll free for a no-obligation initial meeting.