The financial world can be very complicated. Decisions surrounding your retirement are often very complex and can have lifetime consequences. Our Retire-Centric Planning Approach helps simplify your options so wise decisions can be made wherever you are along your retirement timeline. Learn more about who we help..
We clarify your options.
The financial services industry is constantly rolling out new products and solutions intended to address the needs of an ever-changing retirement landscape. Our job is to research these new offerings and understand how they might best fit the needs of our clients. Because there are often multiple options that can help you meet your goals, we spend ample time exploring solutions so that you feel comfortable with how your money is invested.
We implement solutions.
Our approach to investment management is goals-based. We want to understand what you are trying to accomplish and best fit the solution with that goal in mind. Our view of implementation does not end with the investment of your retirement assets. It continues as we monitor your plan and review the results. Based on our years of experience, we know that your plan will need to adapt to life-events and market cycles. We are ready to start your plan today. Click here to get started today.
2205 Graham Avenue S.W.
Decatur, Alabama 35601
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Securities offered through Securities America, Inc. Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Lentz Thompson Retirement Advisors, Alford McKenzie & Breeden, PC and Securities America are unaffiliated. Tax services are only offered by G. Ray Breeden III through Alford McKenzie & Breeden, PC.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.