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Wealth Management
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Investment Services
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Retirement Planning
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Insurance
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Executive Benefits

TALLAHASSEE OFFICE
1616 Metropolitan Circle
Suite C
Tallahassee, FL 32308
850-692-2500


EASTPOINT OFFICE
171 Highway 98 West
Suite K
Eastpoint, FL 32328
850-670-1253


DESTIN OFFICE:
(By Appointment Only)

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Wealth Management - Investment Services - Retirement Planning - Insurance - Executive Benefits

 Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you will see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

 

We are pleased to announce our new partnership with

We look forward to working with FSU Credit Union members, to help manage 
financial planning and investment needs.
 

 

 

 

 

Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with or endorsed by Securities America.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck