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Financial Guidance That is a Breed Apart

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It’s your life, not just your money!

Our relationship begins with a conversation about your life, your aspirations, and questions or concerns. From there, we collaborate to build a tailored plan.

When do you need a plan?

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Our Clients

Since 1982, we’ve served an array of clients, and we’ve come to recognize that in order to serve them well, we must serve them all differently.

Our specialties for you

Our Expertise

We make the complex simple.

What we offer

The Five Steps Of Our Wealth Management Process

Our team’s process is a way of doing business that focuses exclusively on you.

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Your Team

Led by Lynn Phillips-Gaines, our talented team offers you a combination of financial skills and services.

Getting Together

We often enjoy having special events and casual gatherings for our clients. Below are some of the recent events we have hosted.

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Valentines Luncheon 2019

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Dawg Prints 2018

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National Recognition

Recognition in The Wall Street Journal – Barron’s Top 1200 Advisors

Lynn Phillips-Gaines Ranked Among Forbes Best-In-State Wealth Advisors

Lynn Phillips-Gaines Named One of InvestmentNews’ Women to Watch

Lynn Phillips-Gaines Ranked Among Forbes Top 200 Women Wealth Advisors

Lauren Black, MBA, CFP® Ranked Among Mississippi Business Journal’s 2018 Top 50 Under 40 Business Leaders

Lauren Black Named to Inaugural Forbes List of America’s Top Next-Generation Wealth Advisors

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Contact Us

To learn more about making us your partner, or to recommend our team to those you hold dear, we invite you to contact us anytime.