Our philosophy is embodied in a quote from Zig Ziglar: "You can have anything in life you want if you help enough other people get what they want." Life is not a dress rehearsal. You must get it right the first time. We are passionate about helping you live your BEST life. Helping you achieve COMFORT with CONFIDENCE is what we do best. Money alone does not bring happiness. However, when money is coupled with a sound financial plan, the result is a life full of meaning, purpose, clarity, and direction. Experience financial planning done right!
General Information |
| Name of Custodial Firm: | TD Ameritrade Institutional |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Financial Planning, Investment Advice & Management |
Services |
| Can meet clients in the following ways: | Email, Video Conference, Your Home, Phone |
Firm Information |
| Advisor's Number of Clients: | 80 |
| Assets Managed by Advisor: | $250000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Flat Fee, Hourly |
Education |
| BBA-Finance | North Georgia Military College |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
