Welcome
Invest with Confidence
Helping you plan a bright future!
About Us
Planning Futures
Since 2020, we have helped create programs and portfolios to meet long-term financial goals. Have questions about our investment services like, taxes, retirement, financial planning and/or estate planning? One of our Financial Advisors would be glad to help.
A Proven Approach
Our Financial Advisors start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy and/or Financial Plan designed to meet your risk tolerance.
Why Us?
You can count on unbiased recommendations and impartial guidance from our Financial Advisors. Diversification, Balanced Asset Allocation, A long-term Perspective along with regular monitoring and rebalancing are bedrocks to our Financial Planning strategy.
Our Team
Alton Pardue, Financial Advisor
Alton began his investment career in 2002 as a Financial Advisor after serving 7 years in the United States Marine Corps. After over 17 years with 2 fortune 100 firms, He decided to start his own investment service practice supporting businesses and families within the community. Alton loves to coach youth sports as well as travel with friends and family in his spare time.