Providing value, discipline, and insight.
A special needs trust helps care for a special needs child when you’re gone.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How federal estate taxes work, plus estate management documents and tactics.
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.
Office: (478) 971-0774
Fax: (478) 971-0778
114 Constitution Drive, Suite 500
Warner Robins, GA 31088
