Areas of Service

Our financial advisors design and implement custom-tailored plans for individuals, businesses and institutions in the Mid-South area. Our Building Blocks Process helps clients identify their concerns, determine objectives, and work toward their goals and dreams. Once identified, solutions are explored and an individualized plan is put into place.

Comprehensive Financial & Estate Planning

  • Cash Flow Analysis & Income Needs
  • Retirement Planning
  • Savings & Investment Planning
  • Insurance Planning
  • Charitable/Legacy Planning
  • Wills, Trusts and Estate Recommendations

Employer Sponsored Retirement Plans

  • 401(k) Plans
  • Profit Sharing Plans
  • Cash Balance Plans

Asset Management

  • Managed Investment Accounts
  • Brokerage Accounts
  • IRA/Roth IRA Accounts
  • Variable/Fixed Annuities
  • Mutual Funds/Stocks/Bonds/ETFs
  • 529 College Savings Plans

Strategic Business Planning

  • Business Succession Planning
  • Buy/Sell Arrangements
  • Key Person Retention Planning
  • Non-Qualified Deferred Compensation Plans

Employee Benefits

  • Group Health Plans
  • Group LTD/STD/Voluntary Benefit Plans
  • Group Dental/Vision Plans
  • Group Life Plans