Overview

Financial Planning

About your financial picture as well as about you and your goals

Investment Management

We execute your plan using our investment management expertise

401k's

High-quality, cost-effective retirement plans for their employees

Reporting

Easy to understand reporting to help you stay on top of things

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Team

Founders/Principals

Over a hundred years of combined experience in the financial services industry

Financial Planners

One of the largest team of Certified Financial Planners™ in an independent firm in Arkansas

Client Services

Our Client Service Team stands ready to help you with any issues related to your accounts

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Client Center
Commentary
Contact

Client Service Group

Little Rock Arkansas Hot Springs Arkansas Texarkana Texas Texarkana financial planner Texarkana financial advisors Hot Springs financial planner Hot Springs financial advisors Little Rock financial planner Little Rock financial advisors financial advisor financial consultant financial advisor near me financial planner financial consultant near me certified financial planner equitable advisors wealth advisor financial planning near me retirement planner near me investment advisor near me wealth advisor near me independent financial advisor best financial advisors registered investment advisor personal financial advisor financial advisor cost fee-only financial planner financial planning advice wealth management advisor mutual financial advisor independent financial advice certified financial advisor licensed financial advisor top financial advisors becoming a financial advisor wealth management find a financial advisor certified financial planner near me local financial advisor fee only financial advisor best financial planners best financial advisors near me investment adviser search financial advisor companies personal financial planner investment advisor near me licensed financial advisor financial advisor fee financial planning firms money advisors retirement financial planner private wealth advisor investments advisor

Robert McCollum

Client Services Manager

wealth advisor near me independent financial advisor best financial advisors registered investment advisor personal financial advisor financial advisor cost fee-only financial planner financial planning advice wealth management advisor mutual financial advisor independent financial advice certified financial advisor licensed financial advisor top financial advisors becoming a financial advisor wealth management find a financial advisor certified financial planner near me local financial advisor fee only financial advisor best financial planners best financial advisors near me investment adviser search financial advisor companies personal financial planner investment advisor near me licensed financial advisor financial advisor fee financial planning firms money advisors retirement financial planner private wealth advisor investments advisor

Evelyn Rogers

Client Services

wealth advisor near me independent financial advisor best financial advisors registered investment advisor personal financial advisor financial advisor cost fee-only financial planner financial planning advice wealth management advisor mutual financial advisor independent financial advice certified financial advisor licensed financial advisor top financial advisors becoming a financial advisor wealth management find a financial advisor certified financial planner near me local financial advisor fee only financial advisor best financial planners best financial advisors near me investment adviser search financial advisor companies personal financial planner investment advisor near me licensed financial advisor financial advisor fee financial planning firms money advisors retirement financial planner private wealth advisor investments advisor

Julia Kirk

Client Services

wealth advisor near me independent financial advisor best financial advisors registered investment advisor personal financial advisor financial advisor cost fee-only financial planner financial planning advice wealth management advisor mutual financial advisor independent financial advice certified financial advisor licensed financial advisor top financial advisors becoming a financial advisor wealth management find a financial advisor certified financial planner near me local financial advisor fee only financial advisor best financial planners best financial advisors near me investment adviser search financial advisor companies personal financial planner investment advisor near me licensed financial advisor financial advisor fee financial planning firms money advisors retirement financial planner private wealth advisor investments advisor

Shannon Rea

Client Services

We are here to help you take control of your financial future

We are here to help you take control of your financial future