Our Services

FINANCIAL PLANNING

Means developing a written strategy to reach financial goals. It formulates options and provides the tools you need to make educated decisions about your finances. Once the financial plan has been developed, it will be reviewed and revised every 3-4 years as circumstances change.

ASSET MANAGEMENT

Provides an investment strategy for people who gain "lump sum" assets, particularly those acquired through inheritance, insurance proceeds, or retirement plans.

LONG-TERM CARE PLANNING

The Disciplined LTC Strategic Solution (TM) is a proprietary process which takes the client and/or their family through the steps needed to provide a dignified lifestyle, even if various forms of long-term care are needed. Assessment of client circumstances will determine the appropriateness of investment strategies, needed legal documents and type of LTC insurance (if any).

CONSULTING

Is provided for those facing life-changing situations such as divorce, death, retirement, or a child entering college. Consulting can be done with or without a financial plan, and it focuses on alternatives to a specific situation.

FINANCIAL EDUCATION

Is provided through interactive workshops on basic money management, investments, retirement planning, tax planning, long-term care, disability, death, and estate planning. Programs are available periodically through the Phillips Financial Education and Training Center in Starkville and are also available "on-site" for business and industry.

Securities and Investment Adisory Services offered through Raymond James Financial Services, Inc. 
Member FINRA/SIPC