About Us

Our Process & Our Team

Every season of life brings new challenges and unique opportunities. But how can you ensure you are financially prepared to live the lifestyle you envisioned in every season?

Our team is here to help you answer that question.

For over 30 years, our independent investment advisory firm has helped individuals, business owners and families live confidently in every season of life. We’ll help you plan to cover essential expenses, determine how to fund your ideal lifestyle, prepare for the unexpected and leave the legacy you desire.

Check the background of this firm on FINRA’s BrokerCheck.

What Are Strategic Bundles?

In financial planning, it is important to view your portfolio of money as a whole. Within the whole, you can view your portfolio as a combination of three strategic “bundles:”

• Pre-tax
• After-tax
• Protection

Our team wants to ensure that each bundle is synchronized to your timeline with respect to your liquidity needs, tolerance for risk, protection needs and tax efficiency.

Our Services

Our team works alongside business owners, families and young professionals across the U.S. to help develop solid financial strategies that help achieve their goals.

Business Owners

Business Owners

Families and Individuals

Families and Individuals

Young Professionals

Young Professionals

Your Personal Finance Portal

When you partner with our team, we will provide you with an interactive wealth management portal to view all of your assets and liabilities. You can also receive real-time updates on any strategies we’ve put in place — all from the convenience of a computer or smart phone.

Contact Us

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Our Info

1635 Old 41 Hwy NW
Suite 112-354
Kennesaw, Ga 30152


800-470-0120 Office
404-217-7724 Mobile
404-420-2750 Fax