- NOT a Full-Service Banking Location
OUR STRATEGIC PLANNING SERVICES
FINANCIAL PLANNING
- Customized Financial Planning for Individuals, Families and Businesses
- Account Aggregation through Easy-to-use Technology
- Coordination of All Aspects of Financial Life
BUSINESS PLANNING
- Succession and Continuation Planning
- Inheritance Equalization
- Buy/Sell Ownership Consulting
- Executive and Key Employee Retention
- Deferred Compensation Plans
INSURANCE PLANNING
- Life Insurance
- Disability Insurance
- Long-term Care Insurance
- Annuity Solutions
ESTATE PLANNING
- Proactive Estate Planning Strategies
- Legacy Planning and Charitable Giving
- Tax Strategies
- Trusts
- Durable and Health Care Powers of Attorney
- Asset Ownership
Individualized tax and legal advice is not provided. Please consult your legal advisor and tax consultant regarding your specific situation.
Make an Appointment with a Planner
Our strategic process includes insurance planning, risk management, and asset protection services. Meet our team of wealth consultants, planners and strategists, and insurance consultants.
Call Your Office TodayOther Locations Nearby
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Madison -Madison -27.8 mi343 West Base St.Madison, FL 3234024-hour ATM (accepts deposits), Instant Issue Debit Cards Available, Safe Deposit Available, Send Money with Zelle®, Virtual Teller MachineX
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Capital City Strategic Wealth -Capital City Strategic Wealth -35.9 mi18 North Main StreetMoultrie, GA 31768NOT a Full-Service Banking LocationX
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Monticello -Monticello -40.0 mi800 South Jefferson St.Monticello, FL 3234424-hour ATM, 24-hour ATM (accepts deposits), Instant Issue Debit Cards Available, Safe Deposit Available, Send Money with Zelle®, Virtual Teller MachineX
Frequently Asked Questions
ALABAMA
Chambers County
FLORIDA
Alachua County
Bay County
Bradford County
Citrus County
Clay County
Dixie County
Gadsden County
Hernando County
Jefferson County
Leon County
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Levy County
Madison County
Putnam County
Suwannee County
Taylor County
Walton County
Wakulla County
Washington County
GEORGIA
Bibb County
Cobb County
Grady County
Laurens County
Troup County
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