Broker Check

We are passionate about you!

There are many different financial advisors and financial firms out there to choose from. When deciding who to partner with to help you accomplish your goals, it's important that you understand how they operate and what they value. 

We are different than other firms - and that's a good thing! We are independent, team-based, Certified Financial Fiduciaries® who believe in written financial planning to help you work towards your goals! Let's connect so we can start a conversation!

Get to know George!

Get to know George!

George “Lisle” Cheatham was raised in South Central Kentucky, where life has given him the opportunity to serve his Commonwealth, his community and his clients in a number of capacities through the years. It's those same small town Kentucky values and commitment to service that are a cornerstone of George's own business for over 30 years.

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<p>Women on the Rise</p>

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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<p>Saving on Subscription Service Costs</p>

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.
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<p>Retiree Health Care Coverage Overseas</p>

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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<p>Women and Financial Strategies</p>

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Everyone has a Risk Number. Do you know yours?

Find Out Your Risk Number

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