Business Description
Locally owned, fee-based financial planning, wealth management and investment management firm located in downtown Fairhope. Our Services: Financial Planning Business Planning, including Succession Planning & Buy/Sell Agreement funding Investment Management Retirement Planning Executive Benefits, including Deferred Compensation and Cash Balance Plans 401(k) Rollovers Roth IRAs, Traditional, Simple & SEP IRA set up Our Mission: The foundation of our practice is the education and enlightenment of our clients so that they understand what is happening with their money, and why. Whether we are helping a young family start out, or a retiree celebrate the gift of a long life, we serve as a watch dog to protect what our clients have built, or are trying to build. What Sets Us Apart? Competent, knowledgeable and relentless focus on risk management and efficiencies of fees & expenses within a financial plan, while accounting for the fact that we are all human with human emotions. People hire us because relationships matter. Being fully independent also sets us apart because we only answer to one boss: YOU. How Do We Get Results? At the end of the day, people want their financial plan to work as advertised. Period. So for us it's about the continual sharpening of proven strategies - marrying common sense money management processes with downside protections, and never, ever forgetting the goals of the client. Initial consultations are always free. 
