We understand today’s financial environment and that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.
The Level of Care and Attention You Deserve
At our firm, your investments are managed by our in-house team and we give each and every client the time and attention they deserve. To us, you’re not just a number – you’re family.
We believe in active management, which means that we are always evaluating your portfolio and making changes that are aligned with your goals.
How We’re Different
We reduce fees by cutting out the middle man helping you overcome the most common retirement planning obstacles.
Our focus is based on intently discovering your financial goals and guiding you on the path to financial freedom.
“The stock market is a device for transferring money from the impatient to the patient.”
– Warren Buffett
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future."
– Carlos Slim Helu
Are Your Investments Right for You?
Many advisors turn to third-party money managers or mutual fund portfolios that aren’t catered to their clients’ needs and come with high, unnecessary fees. At our firm, we hand-select the companies we invest in, rather than rely on cookie-cutter templates. This allows us to focus on the best of the best to provide you with a predictable, sustainable retirement strategy.
Taking the Guesswork out of Income Planning
We invest in companies that have a long track record of paying and increasing dividends every year. Our investment approach addresses our clients’ most pressing concerns, controlling volatility and maintaining a predictable income.
Why Dividends Matter
Since 1926, the S&P 500 has returned an average of 10.2% a year. Of that, 61% of the gain has been due to price increases, while 39% has been due to dividends, assuming the dividend has been reinvested.*
* Source CNBC 1/11/23
111 Mountain Brook Drive
Canton, GA 30115
816 Old Hornage Rd
Ball Ground, GA 30107
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