True Planning

Peace of Mind

Uncover the Potential of Your Finances

Founded in Fairhope, Alabama, in 1986, we’ve established a legacy of fiduciary service by helping clients all around the country align their resources with their values and objectives. Learn more about how our deep-rooted, common-sense, and consistent approach to wealth management can help you fulfill the goals you may have yet to realize.

Our History

Our Team

Untangling Life’s Financial Uncertainties for a Clear, Brighter Path Forward

Using our True Planning Cycle (TPC), we consistently guide individuals and families to complete financial solutions that address critical questions in areas such as retirement, investments, insurance, taxes, and estate planning. Read about clients who benefited from our continuous, repeatable, and predictable TPC process.

Multigenerational Clients

The Smith family, consisting of Howard and Meredith, both in their late 70s, and their three adult children, has significant, long-established wealth through inheritances and several successful business ventures.
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Business Owners & Executives

William and Linda are business owners in their 40s preparing to retire in the next 10 years, ideally in a beachfront property.
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Retirees

Bob and Joanne are in their 70s, enjoying retirement life split between homes in Gulf Shores and Colorado, volunteering and staying active in the community.
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Multigenerational Clients

The Smith family, consisting of Howard and Meredith, both in their late 70s, and their three adult children, has significant, long-established wealth through inheritances and several successful business ventures.
Learn More
Business Owners & Executives

William and Linda are business owners in their 40s preparing to retire in the next 10 years, ideally in a beachfront property.
Learn More
Retirees

Bob and Joanne are in their 70s, enjoying retirement life split between homes in Gulf Shores and Colorado, volunteering and staying active in the community.
Learn More