As a financial planner, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families. I’m committed to seeing my clients’ full picture so that I can give them the best options and strategies to stay on track toward their goals today, tomorrow, and throughout all life’s changes. I specialize in providing guida
nce on having enough money to last throughout retirement; funding education for children or grandchildren; minimizing taxes to keep more of your income; ensuring your assets are optimally positioned; leaving your assets to heirs or charities; and creating a safety net that accounts for illness, injury, layoffs, or market downturns. I grew up in North Mississippi where I met my wife, Kelly. We have 2 wonderful boys – Lincoln and London. I enjoy spending time with my family, woodworking, and am slowly restoring a 1961 Ford truck. Licenses & Disclosures: https://www.iplanninggroup.com/licenses
