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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.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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5 Smart Investing Principles

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Everyone has a Risk Number. Do you know yours?

Find Out Your Risk Number

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