I've known Beau for several years and he constantly reminds me of how much he puts my best…read moreinterests first. He helps me focus on the big picture of my life's plan including things such as family planning and not sure percentages and rates of return.

From the owner: Retirement Income Planning Health Insurance Planning…read moreEstate Planning Long-Term Care Planning

Chuck Footit is a great choice for investment needs. He was recommended to me from 2 people on the…read moreNextDoor app, and I do not regret listening to them. Chuck is very knowledgeable about stocks, bonds, and mutual funds with decades of experience in this field. As a family man himself, he knew the value of listening to my financial goals for myself and my daughter. Kim, his front desk receptionist, is a valuable asset to the business. She is friendly, responsive, and effective. Highly recommend, and will return.

Beau Henderson has written a great book titled "Customized Social Security". Beau's writing style…read moremakes this topic an interesting but easy read. His book is filled with excellent information on how to maneuver through the social security system. Anyone approaching their retirement age would be wise to get a copy of this book. I look forward to reading more books written by Beau.

CONSUMERS BEWARE!!! James the Manager in Gainesville, GA is manipulative and constantly harassing…read morephone calls. The loan is nule void because there is no signatures on it.. Bullshit...This company is not rated by the BB and are Not a member. They advertise a $149 a month for a $3500 loan, none of the paperwork I signed was given to me, the pages have no signatures, Also they altered numbers. This is Financial Fraud and Insurance Fraud...and they added insurance on there after it was discussed and deleted twice. I'm a homeowner I didn't need the insurance but they still charged me $397. I called the company who they insured with, and they haven't even paid that company to insure what they charged me for even if I did agree which I did not!!!!. A complaint was filed with the FTC, CFBP and the BBB.. Also the amount on my credit report is $700 over what I borrowed..Lying asses you'll get the Gavel from the GA Attornel General.