True Planning


Peace of Mind

Uncover the Potential of Your Finances


Founded in Fairhope, Alabama, in 1986, we’ve established a legacy of 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.

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

Trusted Financial Insights