About Us
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Partners for Life
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial Forecasting and Modeling
- Investment Options
- Retirement Strategies
- Education Funding
- Estate and Wealth Preservation
- Charitable Giving
As an independent financial services firm, we offer many different recommendations to assist with products and services for you.
Terry J. Bagwell, Senior Founding Partner
Terry Bagwell has enjoyed nearly 40 years of helping families of all sizes achieve financial success. His broad knowledge of the latest solutions allow Terry to sit on the “same side of the table” with his clients to educate, recommend, and implement the necessary strategies for lifelong financial safety and security. Terry is an active member of his church, local golf club, neighborhood association, and numerous other organizations. He is married and has three grown daughters.
M.Carter Reed, Senior Founding Partner
Carter has been assisting individuals and families with their financial needs for 14 years. He specializes in retirement income, wealth and legacy preservation, and charitable giving with a focus on understanding and navigating the aging process. Carter is multi award winning specialist who has achieved many pinnacles in the field. He is an active member of multiple communities and supports arts organizations locally through nationally. He is married with seven children.