Providing customized services

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for discerning clients

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

To discuss your IRA Rollover options with us Click Here

Personal Retirement

The reflection of your retirement will clearly depend on the depth of your plan and the sources behind it. Our professionals are here to help navigate you through the financial currents of life, while having access to every member of our professional team. Our focus begins with you, by offering objective, unbiased advice. It all starts by taking the time to fully understand your personal circumstances, and then building a one-on-one relationship. We then take particular care to tailor a long-term plan based solely on your financial well-being and your specific goals. As the currents of life evolve we will monitor, manage and adapt your portfolio along with them.

Banking Institutions and Business Professionals

Our commitment to putting our clients' interests first, to personalized service and to providing an unwavering level of professionalism has made us a single-source solution to the demanding requirements of Banking Institutions and Business Professionals. We leverage our relationship with Raymond James which allows us to utilize the resources and depth of expertise of a major financial services institution with the personalized service and focused approach of a smaller firm.

We are honored to serve the customers of FNBT.COM BANK of Fort Walton Beach, Hurlburt Field, Ocean City, Destin, Mary Esther, Crestview, Niceville, Navarre. DeFuniak Springs, Miramar Beach, Florida. & Farmers & Merchants Bank of Calhoun County including Anniston, Oxford, Jacksonville, and Piedmont, Alabama.

To visit the website of the banking institution in your community click on the respective link below:

“Helping navigate retirement through the currents of life”

Our team is committed to providing friendly and professional service, exceeding expectations, and meeting the financial services needs of our customers. Our mission is to help clients achieve their financial goals by offering high quality investment alternatives and solutions. We will continue to stress relationships and strive to maintain the trust we have developed with our clients.

“If it’s important to our customer then it’s important to us”

There is nothing more satisfying than to see families prosper and for businesses to grow. Our team’s desire is to see our customer reach their goals.