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What We Believe

If you choose to invest with someone, as opposed to doing it yourself, We believe it is best to work with a person who is compensated by fees instead of commissions.

Under normal circumstances, We believe you should avoid investing with products that have surrender charges.

We believe you should immediately walk away from anyone who puts you under any type of pressure to invest.

We believe you should work with someone who represents you, not some corporation.

We believe you should work with someone who has a fiduciary obligation to put your interests ahead of his or her own.

We believe the people you are working with should disclose their conflicts of interest.

We believe that any financial or estate planning should be accomplished by a Certified Financial PlannerTM Professional. But remember, only attorneys are authorized to dispense legal advice.

We believe that any investment advice should come from a Registered Investment Advisor.

The investment information we provide in this website is based on the RetireRelax SolutionTM, our disciplined investment approach that includes an exit strategy when we feel that risk is high. Keeping and eye on the investment landscape for our clients is something we do each and every day.
    Email Us At: 

2517 Moody Road, Warner Robins GA, 31088 Tel: 478-922-8100
4875 Riverside Drive, Suite 201, Macon GA, 31210 Tel: 478-741-4457
Call us Toll Free: 800-777-0867 Email:

Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC

This communication is strictly intended for individuals residing in the states of Alabama, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 * - Are not Registered with Royal Alliance Associcates, Inc. 
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 Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Advisory Services offered through Rosenberg Financial Group, Inc., An Independent Registered Investment Advisor not affiliated With Royal Alliance Associates, Inc. Stephen Rosenberg also offers additional Advisory Services through Royal Alliance Associates, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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