Southaven Office

910 Goodman Road East

Suite B
Southaven, MS 38671

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Travel, Without the Baggage

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Debt Stress

There’s a link between debt and stress.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprises

Making the most of surprises is a great reason to work with us.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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