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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
Book a Call
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
Book a Call
Client Center
Commentary
Contact
Contact Us
Contact Us
Financial Planners
Frank Kelly, CFP®
Financial Planner
Jim Erwin
Financial Planner
Kyle Pitts, CFP®
Financial Planner
John Kelly, CFP®
Financial Planner
Doug Spencer, CFP®
Financial Planner
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
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
Client Center
Contact
Online Access
Contact Us