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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.

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Everyone has a Risk Number. Do you know yours?

Find Out Your Risk Number

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