Wealth & Trust Services
We recognize that there is a great need for professional financial planning strategies. In general, people are usually on the threshold of making their next key financial decision, and we have the resources to help our clients make those decisions wisely. Your objectives might include college education funding, retirement security or tax reduction. Your aim might be for growth, safety, income or a combination of all three. No matter what your financial goals may be, we are equipped and committed to helping you pursue them.
We recommend sound, careful planning. At the core of building an investment strategy is an examination of your current financial circumstances. We can help you develop a Personal Investment Profile, which will aid you in mapping out an investment strategy and identifying the appropriate elements to suit your needs.
If you have an existing portfolio you wish to have analyzed, we can review your current holdings relative to suitability, performance, relative risk, yield and outlook. Our Financial Consultants are registered through LPL Financial and are dedicated to helping you seek the maximum possible return on your investment dollar. We are well-versed in each of the following areas:
Meet our Experienced Team:
R. Scott Benjamin, CIMA®, CFP®
Jerry T. Rogers, CFP®
Melinda H. McRee
Miriam M. Rhoades
*Securities, Investment Advisory Services and Insurance products offered through LPL Financial, and its affiliates, Member FINRA/SIPC a registered investment advisor. Georgia Bank & Trust and GB&T Financial Services, a division of Georgia Bank & Trust Company of Augusta, are not registered broker/dealers and are not affiliated with LPL Financial.
Investment and Insurance Products Are:
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Georgia and South Carolina.
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