248 North Broad Street, Monroe, GA, USA
We challenge the thought that your future is solely dependent on an investment portfolio. We believe that walking beside you through all of life’s milestones will lead to an abundant way of seeing life...not led by fear.
We develop highly personalized strategies to achieve your financial goals and Abundance provides constant monitoring and performance reporting.
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One-Time Wealth Plan
BEST FOR
Clients who need a financial roadmap and who need professional feedback on their current strategy.
Investment Management
BEST FOR
Affluent individuals who are seeking to delegate investment management to a trusted advisor or individuals who have had a windfall event in their life (such as an inheritance, becoming widowed or divorced, etc) and are looking for counsel on how to navigate these new resources.
Financial Consultation
BEST FOR
Clients who desire an objective review of their circumstance or someone in a complex or challenging situation in need of a creative solution.