Today's investment climate offers unprecedented opportunities. Our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1.A clear understanding of their financial goals
2.A well-defined roadmap for achieving those goals
3.Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on please contact us today.
| General Information |
| Firm Start Year: | 1997 |
| No.of Employees: | 20-49 |
| Insurance License#: | GA 512010 |
| Name of Broker/Dealer: | Wells Fargo Advisors, LLC |
| Name of Custodial Firm: | First Clearing |
| States Licensed in: | GA, FL, SC, PA, NY, MO, WA, ID, NJ, OH, TX |
| Number of Years with Current Firm: | 1 |
| I work with the following types of clients: | Individual Investors , Businesses |
| Services |
| Investment Types: | Exchange Traded Funds (ETFs) , Alternative Investments , Investment Advisory Services , Stocks , Mutual Funds , Bonds |
| Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity , Disability , Life , Variable Annuity , Long Term Care , Variable Life |
| Firm Information |
| I work with clients as part of a team: | Yes |
| Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
| Compensation & Fees |
| Fee Structure: | I am a fee-based financial professional |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
Why the recession can be a good thing for those in debt
It's been a tough few years for most Americans, facing a constricting
national - and world - economy, job losses, pay cuts and a tough employment
market. It can certainly be difficult to see the good in those
circumstances, but helpful things can come out of these challenging times.
You don't need to be a Pollyanna, but taking a practical look at how the
recession affects your personal finances can show that there are some
positives.
more
Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll
feel really independent. And, accordingly, the rest of the world starts
treating them like adults too, from the expectations of college
professors to the credit card offers that will start flooding in. And
just as it's important to study hard for a major, it's essential to
learn what are the real benefits and repercussions of having a credit
card.
more
Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but
the reality is that many women still heavily rely on men to handle
their finances. Now is the time for women to break out of the
traditional role and take action to gain financial independence.
more