As you go through retirement, the economy will continue to go up and down, and unexpected expenses or events will continue to happen in life. Our job is to walk with you through this journey and help you make wise adjustments along the way to mitigate risk.
Is my current approach working?
If you are already retired and have doubts about your current approach, we can review your portfolio and make recommendations.
When do I need to make adjustments?
As time passes, you will have to adjust your plan as market conditions and life circumstances change. We help you determine when adjustments are needed as you progress through these events.
What will my legacy be?
We help you think through your desired financial legacy – what you want to leave to your spouse, children or others.
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.