A wide range of clients,
each served individually

Many of our clients are employees and executives of electric membership cooperatives or corporations, while others own businesses or professional practices. Each has goals that are as unique as they are, but what they all seem to share is a strong work ethic, the discipline for being responsible with their money and saving for retirement, and the desire to provide well for their families. They are not just planning for next week, next year or the next big goal, but for a lifetime. We are as committed to their futures as they are.

The secret of life is enjoying
the passing of time.

― James Taylor ―

 

Atlanta

1100 Peachtree Street, Suite 325 // Atlanta, GA 30309 // Phone: 404.500.0155 // Toll-Free: 844.977.6937 // Fax: 404.500.0158 // Map and Directions

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Savannah

6001 Chatham Center Drive, Suite 253 // Savannah, GA 31405 // Phone: 912.200.5232 // Toll-Free: 844.977.6937 // Fax: 404.400.0158 // Map and Directions