Business Hours
Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Accepted Payments
cash, visa, debit card
Languages
English
Listed In: Investment Services
With over 65 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients. Wealth Management and Risk Aversion One of our advantages, and a critical element of our value proposition, is that we can offer actively managed portfolios of… With over 65 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients. Wealth Management and Risk Aversion One of our advantages, and a critical element of our value proposition, is that we can offer actively managed portfolios of our own design and of our own management. We actively manage our portfolios to avert risk; preventing losses is our priority. We employ a regimented process with stout purchase and selling disciplines; to capture profits and to minimize losses. Through our years of experience working with retirees we know that walking through the retirement door is an emotional and sometimes difficult transition to make. We see clients that are elated to retire and some that are anxious. Either way, we help retirement clients feel more at ease with the retirement transition knowing they have a plan in place for retirement spending, retirement income and portfolio stability and growth. Read more