We are deeply committed to developing strong relationships with our clients. We love to hear about our client’s family and vacations in addition to understanding their financial goals and challenges. We view our clients as family and our mission is to serve them so well that they become “Clients for Life”. Meet our team.
We consider everything.
We don’t just look at how to structure your investments. We consider everything that could have an impact on your retirement wealth such as your health, increases in the cost of living, unexpected life events, and more. Our Retire-Centric Approach helps our clients find solutions. Learn more about Retire-Centric Planning.
We are independent.
We are not tied to one product, and we are not motivated to sell a certain solution or the one most profitable for our firm. We recommend what we truly believe are the best options for each client. We are an affiliate of Securities America, Inc., which is one of the nation’s largest independent broker dealers with more than 2,000 independent advisors and $55 billion dollars in client assets under management. Visit the Securities America Website to learn more.
2205 Graham Avenue S.W.
Decatur, Alabama 35601
Newsletter Sign Up
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.