Family Owned and Operated, our team members bring a variety of experience, talents and capabilities that are critical when developing a well thought out retirement strategy. Our current and past role as Financial Advisors for active members of MidSouth Community Federal Credit Union, formerly Bibb Teachers Federal Credit Union, enables us to provide investment plans customized to your individual needs based off of experience. Our firm has great relations with many local active Attorney’s and CPA’s, should the need arise, to ensure your plan is sound and well within guidelines.
Planning your retirement is not a transactional process, but a long journey that we feel honored and humbled to walk alongside. It will be our pleasure to help lead others through this journey, and you can’t put a price on that.