Sometimes clients have needs that fall outside of the scope of general financial planning or investment management.  We provide a range of consulting services, from helping clients analyze potential business transactions to underwriting prospective real estate projects.  We can also produce a personalized financial plan even if you are not ready to invest.  Our time is your time, and we look forward to helping you with special projects or unique planning needs.  Please contact us to learn more.

122 E. 2nd Street Tifton, GA 31794   

Office  |  (229) 396-4101 

A State of Georgia Registered Investment Advisor | Disclaimer | ADV

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