Our family has served the Georgia community since 1983. We proudly consider ourselves a "Holistic Firm" since life experiences, both personal and business related, have enabled us to help clients in every stage of life. From young families just beginning their financial journey, to new business owners correctly establishing a solid financial foundation. Now, after 31 years we continue to serve these same clients through all of their life transitions.

Our team of professionals and outside consultants are prepared to assist you whether you are just beginning your financial future, getting ready to enjoy the fruits of your labor, or need assistance during a difficult time in your life.

Of course, it is exciting to be a part of success, however I am always honored to be part of the solution during life's challenging moments. When you become a client, you become part of our family. 

KEEN ADVISOR VIDEO SERIES:

Leaving a Legacy

5 Wishes