Our Qualifications

We have been working with individuals and businesses in this area since 1982. We bring our extensive personal and professional experience to the table in every client interaction.  As a Financial Advisor, Guy can assist clients in developing a long range financial plan.

As a Investment Advisor Representative with BFC Planning, Inc. and a Registered Representative with SM&R, Guy can offer investment products to help clients address long-term financial goals.

As an Insurance Specialist, Lynn can create an asset protection plan to protect their clients from financial loss due to unforseen events.

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you define your financial goals and we are committed to working with you to meet them.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck