Providing value, discipline, and insight.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
All about how missing the best market days (or the worst!) might affect your portfolio.
The federal government requires deceased individuals to file a final income tax return.
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
