Financial Planning Services

As a financial planning and private wealth management firm, we develop custom financial blueprints and investment portfolios for each client using fee based investments strategies to guide our clients towards their financial goals.

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Portfolio Strategies

We manage our portfolios in house with our team of portfolio specialists. We are hands on, proactive and we research every opportunity to make sure our portfolio decisions are a reflection of our clients' financial blueprints.

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Client Services

The relationships we have with our clients are the foundation of our financial planning and wealth management firm. We listen intently to our clients and work hard to meet their needs and then strive every day to exceed them.

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Free Downloads

Download smartphone and iPad apps, reserve a free excerpt of Greg Powell's new book, "Better, Richer, Fuller," and our free Auto Budget Builder spreadsheet.

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This Week’s Market Update

Watch our weekly market update posted every Monday on our blog by our President/CEO and our Portfolio Strategies Team.

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Schedule An Appointment

We would love to discuss your current investment strategies and give you our honest and professional opinion about how we can make a difference in your life.

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Listen to the Weekly Podcast

Reserve your free book excerpt

Free Mobile Apps


Gary Palmer picture

Our unique events bring in special guests like Congressman Gary Palmer, who spoke at our luncheon about the the issues he is focused on in Washington DC. Watch the Gary Palmer interview here.

More events here

Community Involvement

Gene Stallings

We believe in investing in our community. We give back in various ways through personal service and sponsorships.

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Account View

This video will show you how to:

  • Set up your online Account View
  • View your account online
  • View portfolio investments
  • Access your statements
  • Download your statements
  • Set up paperless statements