Providing value, discipline, and insight.
$1 million in a diversified portfolio could help finance part of your retirement.
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
What is your plan for health care during retirement?
One way to find money is to examine your current spending habits and eliminate money wasters.
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 Advisory services available only to residents of: AL, AZ, DC, FL, GA, KY, MT, NC, NH, OH, PA, SC, TN, TX, VA.
Licensed to sell insurance products in the following states: AZ, FL, GA, PA, SC.
Office: (478) 971-0774
Fax: (478) 971-0778
209 Independence Drive
Warner Robins, GA 31088
