We are dedicated to supporting, educating, and providing informed direction to each and every client.

As a firm, our focus is to understand your goals and develop a plan to reach them. We take the time to explain our analysis and discuss our recommendations. But our support doesn’t end with a plan. Because there are many factors that may change in your personal and professional life, we will regularly assess the progress of your unique financial plan and, when necessary, make the adjustments that are right for you.

important information AS REQUIRED BY THE JEFFERSON COUNTY HEALTH DEPARTMENT: 

AS OF MARCH 23, 2020, WE ARE MAINTAINING REGULAR OFFICE HOURS.  HOWEVER, OUR DOOR WILL REMAIN LOCKED TO WALK-IN TRAFFIC.  AS A FINANCIAL INSTITUTION WE ARE CONSIDERED AN ESSENTIAL BUSINESS AND THUS ALLOWED TO REMAIN OPEN.  HOWEVER, WE MUST TAKE PRECAUTIONS TO PROTECT OUR STAFF AND COMMUNITY.

PLEASE CALL US AT 205-699-3500 TO DISCUSS ANY INSURANCE OR INVESTMENT MATTER YOU MAY NEED. OPTIONS ARE AVAILABLE FOR MEETINGS.

WE SINCERELY APPRECIATE YOUR BUSINESS AND ENCOURAGE YOU TO PROTECT YOURSELF AND YOUR FAMILY.