We Are Personal and Business Financial Problem Solvers

Founded in 1975, we are an independent financial services firm that helps executives, professionals, business owners, corporations, and not-for profit organizations with tax efficient risk management & accumulation planning strategies.

SCHEDULE A CALL

Our Team Works Intentionally To Help You:

Retire Comfortably

Protect Your Family

~

Preserve Your Business

Our Team:

EDWIN B. PEACOCK III

CLU®

PRESIDENT

KAY PARRISH

DIRECTOR, CLIENT SERVICES

ED PEACOCK

CLU®

CHAIRMAN

Our Backstage Team:

CHRIS FINEFROCK

MBA, CFP®

FINANCIAL/RETIREMENT PLANNING SPECIALIST

LAUREN BALLENTINE

.

DIRECTOR OF UNDERWRITING

MICHAEL MCCLARY

MBA

SENIOR INVESTMENT ANALYST

TOM LOVE

CLU®, FLMI

LIFE INSURANCE ANALYST

KEITH MILLER

MBA, CLU®, ChFC®

PLANNING SPECIALIST
FINRA BROKER CHECK