Since 2008, we have helped create systems and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help
We start by identifying different ways that we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance from us.
Gwen began her insurance career with Primerica in 2008 and her Investment career in April, 2017 as an Investment professional with PFS Investments. The concept of Fair Financials was inspired by this.
Gwen is Licensed in her home state of Alabama but also services Florida,Georgia,Michigan and New York.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
3086 Woodley Road, Montgomery, Alabama 36116, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment