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.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Everyone has a Risk Number. Do you know yours?

Find Out Your Risk Number

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