Providing Solutions for Today's Retiree 

Our Retire-Centric Planning Approach focuses on creating strategies to help our clients with the many decisions they face related to their retirement. No matter where you are in the process, we can help. Where are you in this process? Click an option below to learn more.

  • I’m approaching
    retirement.

    Am I on the right path?

    How can I be better
    prepared?

  • I’m retiring
    now.

    Where do I start?

    What is the best way
    to create income?

  • I’m already
    retired.

    Is my current approach working?

    When do I need to
    make adjustments?

Get to Know Our Team

  •  

    Read Bio TRACY L. LENTZ, CFS
    Managing Partner

  •  

    Read Bio RICHARD D. THOMPSON, CPA®, CFP®
    Wealth Manager/Partner

  •  

    Read Bio G. RAY BREEDEN III, CPA®
    CPA® Licensed Partner

  •  

    Read Bio JOY O. JACKSON
    Operations Manager

  •  

    Read Bio AMY R. BLALOCK
    Office Administrator

  •  

    Read Bio MELANIE B. MCDONALD
    Marketing Administrator

 

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