Our firm has provided financial planning and services throughout the Southeast since 1977. 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 multi-disciplinary approach, integrating our input with that of other financial advisors and counsel. 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 are the hallmarks of our client relationships. Please call us toll free at 800-849-5762 for a no obligation initial meeting.