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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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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.

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.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

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