You could choose anyone to manage your money. Choose someone who cares about your future.
We only charge a fee - no commissions.
As a fee only advisor, we do not recieve any compensation from third parties. We charge only a percentage of assets as our fee. Our motivation is to grow your assets.
We keep your costs down to maximize your returns.
We use discount brokers to minimize the commission on each trade. We focus on using low cost and commission free funds where they are the most effective.
Money talks is a radio program on MPB that comes on every Tuesday morning at 9. Tune in to take control of your money and make it work for you in the future!
Tune in at 12:30 p.m. each Thursday to WLBT's Midday Mississippi segment to hear relevant financial advice from Nancy.