Our Services

Operations Division… This division governs the internal and external systems of our firm. It is in this division that manages the relationships of our venders and the communication systems within our office and the overall support of our associates. Consulting & Education Division… The vision of our firm is to help our clients work toward their financial goals…but sometimes we don’t know the possibilities or the questions to ask? Advisors in this division assess what the potential client wants to achieve and then direct the potential client to the right advisor with the right chemistry and competence. Net Worth Development Division… Clients in this division will participate in a financial planning process to evaluate their concerns, goals, financial status, and other important areas like investment risk and risk management. Your advisor will then prepare a written Net Worth Development Plan that will reflect your goals and assumptions. Think of it as your own personal blueprint to financial independence for you…and your family. Asset Management & Estate Planning Division … This division works with clients that have a desire to have their investments managed by professionals who get to know them. We get to know your growth or income objectives, your risk tolerance, your hobbies, and your family… Then we make sure your investment plans meet up with your overall estate planning needs. This is done by conducting a planning session with one of our top advisors that are experienced in this field.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,