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?

Lifetime Earnings

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

Lease Interest

What's the interest rate on the lease you're considering?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

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