ABOUT US
A Little About Us & Our Process
Who We Are
A team of dedicated financial professionals focused on a client-first approach toward financial freedom.
Our Mission
To empower clients to achieve financial freedom through exceptional expertise, transparency, and empathy.
What We Do
We provide retirement planning services focused on income, asset protection, and long-term financial stability.
Some Numbers
Satisfied Clients
Combined Years of Experience
Accolades Earned
5 star Reviews
Meet Our Team
The wonderful, hardworking people who save the day!
ARIANNY PUJOLS
Executive Assistant
AUSTIN PENA
Retirement & Meidcare/ACA Specialist
JARVIS MILLS
Retirement Professional
D'IJA FORTE
Retirement Professional
Why Choose Us?
Shelby Green, our founder, has been named a top financial professional under 40 years old for 5 consecutive years in the state of Georgia!
We don’t believe in one-size-fits-all solutions. Every retirement plan is customized to fit your goals, timeline, and comfort level.
Your best interests always come first. We operate with honesty, transparency, and clear communication at every step.
We specialize in retirement planning, helping you navigate income, risk, taxes, and long-term security with confidence.
Our team of five professionals works collaboratively to give you well-rounded guidance and consistent support.
Would you like a complimentary review?
Schedule a complimentary review with our financial professionals today!