Broker Check

Providing value, discipline, and insight.

Products & Services

Call us! We love what we do and we can put you on the right track!

Investments

  • Strategic Asset Management (Fee-Based Advisory) Accounts
  • Brokerage Accounts
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Corporate and Personal Retirement Plans
  • Safe Harbor Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Savings (529) Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance


We Have Connections - Referrals for Tax Planning

  • Sheila Rigsby
    Independent Accounting
    4000 Mercer University
    Macon, Georgia 31204
    Phone: 478-474-5880



 

The certification marks above are owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

Investments products and services available only to residents of: AL, FL, GA, IN, NC, NH, OH, PA, SC, TN, TX, VA.

Fee-based advisory services are available only to residents of: GA, TX.

Licensed to sell insurance products in the following states: GA, SC, FL.

Contact

Office: (478) 971-0774
Fax: (478) 971-0778

114 Constitution Drive, Suite 500
Warner Robins, GA 31088

joy.hurst@lpl.com