Although we do not sell financial products, we can still help!

Investments

We do not manage investments, and we are not an asset management firm.  We can, however, explain general investment concepts and will gladly accompany clients to meetings with their financial advisor or asset manager. Kari did pass her licensing for securities representative and investment advisor in 2010.  She was last registered with a broker/dealer in 2017 so she cannot give specific investment advise.  We can offer referrals to reputable financial planners in the area.

Insurance

We do not sell insurance, and we are not an insurance agency.  We can, however, explain general insurance concepts, review policies, riders and limits.  Kari has been licensed to sell insurance since 2003. Kari currently holds her life, health, disability, property and casualty licenses in the State of Alabama.  We can offer referrals to reputable insurance agents in the area.

Accountant

We are not a CPA firm.  We can, however, provide accounting services and help with tax planning and strategies, explain certain aspects of taxes, prepare and file taxes.  We will gladly accompany clients to meetings with their CPA.

Attorney

We are not a law firm.  But then again, you probably already knew that.  Our services are not meant to be a substitute for legal advice.  We can, however, accompany our clients to their attorney’s office.  There may be times you want to have us along for the ride, such as for estate planning or settlement meetings.  Please consult with an attorney for legal advice.