Our Services

Our services are provided through our affiliate locations and a network of professional partners who help us increase the scale and professionalism we can offer our clients.

Our Affiliates Are:

Wealth Solutions, LLC

New Orleans and LaPlace, Louisiana

The Pension Center, LLC

Little Rock, Arkansas

United Professional Advisors, LLC

Palmyra and Watertown, New York

Wealth Advisors Group, LLC

Bethesda, Maryland

The AFP Group, LLC

Houston, Texas

UCL Financial Group, LLC

Memphis, Tennessee

We offer clients the following integrated services:

Wealth Management Strategies

Our approach starts with an in-depth Discovery Process that allows us to develop a thorough understanding of your needs, goals, and expectations. Our strategies emphasize ongoing, diligent analysis to pursue success in a complex, ever-changing world. We also collaborate with independent professionals, such as accountants and attorneys, to give you professional advice when necessary. Above all, we aim to take care of your entire financial life, ensuring that the advice you receive is completely integrated.

Risk Management Strategies:

We believe that risk management is integral to every financial strategy, whether for individuals or businesses. We strive to protect what matters most to our clients through the appropriate use of risk management. As insurance provides certainty in uncertain times an objective third party evaluation of risk-based needs is critical in today’s economic environment. Our experience, knowledge, independence, and independent advisor base provides us the capability to provide customized options using a variety of products, concepts, and carriers.

Corporate Benefits & Business Planning:

We offer a rich suite of services designed to help businesses attract and retain talent, create financial security, and help business owners ensure their own long-term financial health. We partner with a wide network of independent legal, accounting, and insurance professionals to offer your firm the professional advice it needs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kate@randykilgore.com   | 303-993-4628