Our goal is to build the largest financial education firm in Mississippi. We plan to grow our practice through acquisitions and the recruitment of new advisors. I have worked in the financial services industry since 1980 and have been fortunate to build a great clientel through financial education. Our goal is to eventually pass the company on to younger owners who can continue what we have built. We have already identified two of those new owners. Specialties: Money management and financial education. We have what most advisors are missing and that is a well defined marketing plan.