Financial Planning
We'll work with you to diversify your retirement income and defend against market volatility.
Wealth Management
Investment selection, portfolio allocations and insurance reviews.
Retirement Planning
Mutual fund recommendations, portfolio rebalancing, and tax efficient investing.
Design, Build, Protect
While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life... not with the short-term ups and downs of markets.
You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals. We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.
There are three things to remember about how Asset Class Investing can work for you and your family:
1. It focuses your investment portfolio on meeting your life goals.
It is an approach designed to help you manage towards your most important goals rather than to short-term market trends.
2. It is based on science and academic research.
It combines the latest discoveries in economics and investing with close to 90 years of market data and insights as well as in-depth studies of investor psychology and behavior.
3. It is a disciplined and structured approach.
It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.
Design, Build,
Protect
Fundamentals of Asset Class Investing
Wealth Advisory Process
One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.
We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.
As the Financial Life Map below shows, we can help you address a wide variety of goals in a number of key areas.
Once we have discovered and understand what is most important to you, we work together to develop and implement a plan to help get you there.
Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing.
Frequently Asked Questions
What's the best way to get started with your firm?
There is no charge for the initial consultation meeting. Give us a call at 601-291-7519 and we'll set up a first meeting with you to discuss your needs. After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Next, we'll present these ideas and plans to you and you'll decide whether to make us your advisor.
Will you ever make trades or changes to my account without my knowledge?
We will never make trades or do anything to your account without your direct authorization. You are always in control of all your accounts, and you are the full owner.
What type of Investment Management reporting will I receive?
Trade confirmations and monthly account statements are provided by Pershing Advisor Solutions. We manage our client accounts through Pershing Advisor Solutions because of their low costs and excellent service.
Get a Second Opinion About Your Financial Plan
Our second opinion service is more than just a discussion about money and financial strategies. We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.
