As a financial professional who specializes in helping people make the transition
from work to retirement, he understands that you have questions about when and
how you can retire. Rather than trying to be all things for all people, he focuses his
practice on those who are preparing to retire and/or are retired. He can answer
your questions and present mathematically proven strategies to help you prepare
for a more comfortable retirement. A retirement in which you have peace of mind
about your finances. A retirement where you can sleep well at night since you
know that you have a secure financial future. Gene has received specialized
training in Social Security benefits, Federal employees' benefits, & the Public
Employees' retirement benefits systems for the states of AL, LA, MS, and TX. He
helps his clients coordinate Social Security with their other sources of income by
creating a retirement & income plan which seeks to maximize their income while it
also seeks to minimize their taxes. He is passionate about increasing the financial
literacy of the people he meets, whether they become clients or not.
As an Investment Advisor, he is held to a Fiduciary Standard of care which means
he must do what is in the best interest of his clients. Even before he became an
Investment Advisor, he held himself to this same Fiduciary Standard. Since he
began his career in April 1987, the philosophy he has lived by, in both his personal
life and his professional life, is the belief that if he focuses on helping people get
what they want out of life, he will get what he wants. It all starts with helping others
get what they want!
When asked what his goal is when he works with someone, Gene replies, “To help
individuals, families, retirees, and business owners achieve the retirement they
have envisioned through the use of proven financial strategies focused on a few
key major areas. We show clients how to protect against loss and taxation, while at
the same time increasing and safeguarding their hard-earned monies and assets.
We bring institutional investment expertise to the individual investor. We provide a
full range of investment management and advisory services to high net worth
individuals and institutions and we bring those same investment plans and
products to our individual clients. Our investment philosophy is based on the belief
that the patient, steady, disciplined, and lower-cost path will serve you better than a
lifetime of risk, volatility, chasing fads, and second-guessing."
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