Broker Check

1221 Merchant Way
Suite 201
Statesboro, GA 30458


Travis Chance, CFP®, RICP®, CLTC®, AIF®

(877) 269-0839


Our Mission

At our firm, we have the client—and only the client—in mind. 

We are dedicated to providing individuals, families, businesses, and organizations with quality financial products and/or services for the achievement of their goals and objectives

We understand the challenges retirees face, and how difficult it can be to navigate the retirement challenges of today.

From managing debt, choosing the right social security strategy, to planning for retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.