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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>Preparing For the Ultimate Vacation</p>

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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<p>Paying Off a Credit Card</p>

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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<p>The Best Apps in Travel</p>

The Best Apps in Travel

Technology tips to make your next trip even better.
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<p>An Overview of Renter&#8217;s Insurance</p>

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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Everyone has a Risk Number. Do you know yours?

Find Out Your Risk Number

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