SERVICES
Fundamentals
The Fundamentals package is ideal for an individual or new family with basic or low-complexity financial needs looking for professional guidance and recommendations on their current financial situation.
Financial Planning Packages
Core
The Core-Plan package is the perfect mid-way point for individuals or couples who have set savings goals, funded various investment accounts, or have already done some financial planning but want additional direction and help with specific topics and goals.
Comprehensive
The Comprehensive Financial Planning package is the premier choice for couples, individuals, or self-employed persons with significant financial complexity or those approaching life events that could require substantial financial decisions or coordination (i.e., retirement, business sale, employment or career changes, estate planning or settlement, marriage, etc.). It also extends to business owners or self-employed individuals with significant fluctuations in income and finances each year. This plan helps clients stay on track with their goals and values and recalibrate and reset from turbulence back to fundamentals.
Investment Accounts
Help determine the appropriate account for your needs and goals
Establish a new or account or transfer an existing one
Align risk tolerance and investment objectives with appropriate investment strategies
Provide allocation recommendations
Help rollover existing account to another employer-sponsored plan or individual retirement account (IRA)
Itemized Services
When you have a specific request or need for yourself, your family or your business.
Product
Specific
CD’s
Money Market Funds
Stocks, Bonds, Exchange Traded Funds (ETFs)
Fixed or Variable Annuities and Guaranteed Income Products
Alternative Investments
Individual
Insurance
Term, Permanent, or
Cash ValueDisability Income
Long Term Care
Estate Planning Insurance
Retirement Plans
401ks & SIMPLE IRA
Defined Benefit
Deferred Compensation
Cash Balance Plans
Self-Employed Retirement Plans
Solo 401k
SEP IRA
Group & Business Services
Group & Individual Insurance
Health
Life
Disability
Vision
Dental
Supplemental & Gap Coverage
Business
Insurance
Buy Sell
Key Man
Executive Bonus
Business Overhead Expense
Contact Us
We're here to support your financial journey.
200 Chase Park South, Suite 108
Birmingham, AL 35244
(205) 883 - 6617