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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

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?

More Newsletters →