WE ARE FINANCIAL ANALYSTS

Experienced Financial Advisors dedicated to helping you make smart decisions with your money.

Who We Can Help

Individuals and Families

Corporations

Business Owners

Retirement Plans

Corporate Professionals

Charities & Trade Organizations

Want to know when you can retire?

 

Planning for retirement is easier than you think!

With the help of the team at Financial Analysts, we can guide you toward making smart decisions with your money. Our advice can help you and your spouse prepare for the realities of retirement. When it comes to your future and the future of your family, you don’t want to make a mistake. Let us help!

WHAT WE OFFER

PLANNING & ADVISORY SERVICES

Through the use of our VALUES Process, we can help you plan, organize and simplify your financial assets all in one place.

INVESTMENTS

With meaningful diversification and intelligent portfolio design, we can align investments with your personal goals to build a portfolio that is specific to your needs.

INSURANCE

Protect what is important to you. Having the right insurance is an important part of the financial planning process.

MENU OF SERVICES

  • Retirement Planning
  • Income Planning
  • Risk Management and Asset Protection
  • Investment Consulting
  • Insurance Analysis
  • College Planning
  • Strategic Money Management
  • Family Support Issues
  • Second Opinion Service (Coffee and a Second Opinion)
  • Memory Money Investing
  • 401k Consulting and Administration
  • Cash Balance Plans
  • Captive Insurance Planning
  • Corporate Cash Management
  • Tax Planning
  • Business Lending Services
  • Business Succession Planning
  • Advanced Business Planning
  • Investment Withdrawal Strategies
  • Charitable Giving
  • Educational Events

Get Organized.

Everybody knows life is easier when you are in control of your finances.

At Financial Analysts, we can help you organize, plan and manage your financial assets all in one place.

Schedule a free consultation to see how we can help!

Our Team

Lee Clark

Kern Campbell

Corrie Blair

Peggy Dillard

We work with individuals, families, businesses and institutions to make smart decisions with their money.

Our planning and investment process can help you grow, protect and manage your wealth.

Newsletter

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