There is no charge for your initial consultation.

We take pride in our:

Objective Advice

Reasonable Fees

Friendly Atmosphere

Bruce Hagan started his company in 1989 to assist individuals, businesses and non-profits with their financial planning needs.

A graduate of Florida State University, he spent three years at the Federal Reserve Bank of Atlanta in Jacksonville, working in Treasury securities. He worked with both Smith Barney and Dean Witter prior to opening his own business.

We help our clients with retirement plans, college education plans, and purchasing and selling securities. For non-profits, we provide asset management, investment policy review, and fiduciary compliance guidelines. While many firms focus on wealth accumulation, we go a step further to utilize proactive strategies in the distribution stage with clients.