Very helpful and considerate group. Whether you have $5k or $5m they will treat you with respect and help you put your money to good use earning returns.
From Capital Investment Companies - J. Andy Ingram, AIF , QPFC , CPFA
My overall objective is to become a lifetime resource for my clients. My focus is two-fold:
1). Lifestyle Planning and Investment Management for Individuals, Businesses and their Families and
2). 401(k) / ERISA / Qualified Plan Consulting, Education and Training.
My Lifestyle Planning and Investment arm embodies "holistic governance”. Financial conversations are approached much like a Counselor. Listening carefully to you, asking thought provoking questions that build a full understanding of your present position, and helping you determine courses of actions to realize core objectives that are important to you and your family or business.
