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We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

financial relationships built on trust

We begin every relationship with a conversation where we listen to you so that we can help you recognize and prioritize those goals that are most important to you.  Whether it’s the development of a family wealth legacy plan or the implementation of a retirement income distribution schedule we will use a customized financial approach to help you pursue your passions.

Drawing upon or decades of experience in finance and investment management and our own personal life experiences we will help you access the full breath of available resources at our disposal to address all aspects of your financial life.

Our team

Our team

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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services

services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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relationships

relationships

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Our Partners

Our Partners

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Benji McLeod

Benji McLeod

Managing Partner, Certified Plan Fiduciary Advisor

470.857.7178

Hardy Fortson

Hardy Fortson

Client Associate

470.857.7177

Matt West

Matt West

Managing Partner, CFP®

470.857.7188

David Combs

David Combs

Managing Partner

470.857.7170

Angela Moore

Angela Moore

Registered Client Associate

470.857.7189

Gray Way

Gray Way

470-857-7173

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Articles

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Videos

Even more videos to enjoy.

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Presentations

Managing your money involves more than simply making and following a budget.

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