The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Dallas Washburn

Dallas Washburn

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Business Retirement Plans
  • Insurance
  • Family Finances

Education

Bachelor of Business Administration from Georgia College and State University 2002 Milledgeville, GA

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Our Staff

Karen Washburn

Karen Washburn

Client Service Manager

Susie J. Reed

Susie J. Reed

Office Manager