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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.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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Everyone has a Risk Number. Do you know yours?

Find Out Your Risk Number

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