Helping you achieve your financial goals

With a regional practice based in the Southeast, we serve a broad range of clients in Metro Atlanta, Greater Nashville, and around the country, including business owners, professional musicians, and families and individuals planning for retirement.

Our approach is to listen and understand your big-picture goals.  We thoroughly review your financials and develop a comprehensive financial plan of insurance, investment and retirement planning strategies to help you achieve your goals. As your financial partner, we monitor and assess your plan to keep it aligned with your goals as your income, lifestyle and needs change. We’re here to guide you every step of the way.

Please contact Ben to discuss your goals and learn more about our practice.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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