Whether you’re new to investing, planning for an early retirement, need assistance with an estate plan, or facing any of a number of personal financial scenarios, we are here to help.
Whether you’re new to investing, planning for an early retirement, need assistance with an estate plan, or facing any of a number of personal financial scenarios, we are here to help.
We’ll work closely with you to understand your unique financial situation, identify actionable goals, and outline a path toward success.
No matter where you are in the retirement planning process, we can make recommendations to help you prepare for your financial future.
You’ve worked hard for what you’ve earned, and it’s important to know that it will be taken care of according to your wishes when you’re gone.
Costs for higher education continue to rise. Do you have a plan in place to afford the education your children need to succeed?
With a personalized approach, we can help you build and manage an investment portfolio that reflects your risk preferences, goals, and other needs.
We go beyond financial planning, offering a range of insurance products to provide financial protection for life events you can’t plan for.
Who We Are
Fred M. Quattlebaum, Owner/CEO, Sr. Financial Advisor
Fred has been working in the financial services industry for over 35 years. He focuses on building multi-faceted strategies that account for the big picture, always working closely with clients to support their personal goals.
LPL Financial
LPL Financial is a leading financial services company and one of the largest independent broker/dealers in the nation. For over 40 years, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.
Why Work With Us?
We make the following commitments to our clients:
The first step is to set up an appointment to discuss your current financial situation and goals. To book an appointment, simply contact us today. We look forward to working with you.
