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
INVESTMENTS
INSURANCE
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.
