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Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. People don’t always make wise choices when they are stressed out. So we also want to help you relax and feel at home when working with us. (In fact, my office is IN my home!) Whatever we can do to help you feel comfortable and supported will help improve the choices you make about your finances.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to show where you are now and discuss our recommendations. Together, we implement the recommendations and keep an eye on your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will fine tune your financial plan or investments.
Because there are many factors that may change in your situation or the environment, we are committed to staying current on relevant tax, estate and social security laws. We are continually learning in order to provide you with the best financial advice for your particular situation.
“Member FINRA /SIPC” websites www.finra.org and www.sipc.org
Securities offered through Securities America, Inc., member FINRA, SIPC. Advisory services offered through Securities America Advisors, Inc. LifePlan Financial Advisors, Inc. and Securities America are separate entities.
"This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may
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Our offices are located at 1 The Meadows Drive Newnan, GA 30265 455 E. Paces Ferry Rd, Suite 332 Atlanta, GA 30305
Platinum Enhanced Investors
Gold Enhanced Investors
