Overview

We are an independent firm with offices in metro Atlanta, Ga and Jacksonville, Florida offering a holistic, fee-based approach to wealth management along with comprehensive protection and retirement income planning services. Clients enjoy complimentary access to their own leading-edge, online financial planning portal to monitor and manage their complete financial picture in conjunction with our boutique style approach to service.
Additionally, as part-owners of one of the largest, most reputable life insurance and financial service marketing organizations in the U.S., we are committed to providing clients industry-best service, a superior portfolio of independent product access and unmatched expertise through our team of credentialed back-office support.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,204 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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