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.

Learn more
<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More
<p>The Cost of Medical Care</p>

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Learn More
<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
Learn More
<p>When Markets React</p>

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More

Everyone has a Risk Number. Do you know yours?

Find Out Your Risk Number

Subscribe To Our Newsletter And Blog!

Thank you!
Oops!