Herb Broadwater, Scott Patton, and Stuart Vaughn
Welcome to our website!
It is our hope that you will allow us to provide the tools, knowledge, and the experience to help you create, implement, and manage a personal financial plan that is as unique as you are.
With more than 60 years of combined investment and planning experience, we feel confident in our abilities to help you. Our current clients have trusted us to assist them in the areas of retirement planning, investment planning, insurance planning, and business planning.
We are one of the few financial service firms who can evaluate your 401K; provide you with options for your business and personal life, health, or disability insurances; create a plan to educate your children and grandchildren; and help you with a Medicare supplement while never having to offer you a proprietary product.
Please let us know how we can help.