Financial Network

         Our Professional Team Members

Financial Advisors (back, left to right):

Larry R. Awbrey, CFP®, CIMA®, AIF® and P. Andrew Gregory, CFA®, CFP®, AIF®

Staff (front, left to right):

Kim Woodard, Gail Griffin and Judi Gregory

 

Thank you for taking the time to read our story!

This presentation explains who we are, what we do, and how we do it.  Most importantly, it describes how we differ from other financial advisors.

Our story begins with our mission, which is...

...to understand our client’s highest dreams and aspirations for  themselves, their families, and others they care about AND to help them work toward achieving and maintaining FINANCIAL INDEPENDENCE.

Our practice is based on our core values which are:

  • Trust
    Do what is right
  • Commitment
    The pursuit of excellence is the standard in all we do
  • Service
    We seek to exceed client expectations

 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

More Newsletters →