Start a conversation about your income needs.
We’re here to discuss how our approach might work for your unique situation.
Where to find us.
Office Address:
400 South Main Street
PO Box 166
Kilmarnock, VA 22482
Phone:
804-567-5488
Common questions we hear.
Who is &Partners and why do you work with them?
&Partners is our broker-dealer partner that provides the platform and support services we need to serve you effectively. They share our commitment to putting client needs first and provide access to Fidelity for asset custody and safekeeping.
What makes your approach different from other investment strategies?
We focus on building income that grows over time, not just growing your account balance. This approach, inspired by Depression-era wisdom about not spending principal, helps create more sustainable financial security.
How do you work with my other financial professionals?
We act as your investment consultant and coordinate with your estate planning attorney, CPA, and insurance professionals to ensure all aspects of your financial life work together.
What types of investments do you typically use?
We primarily use individual dividend-paying stocks, master limited partnerships (MLPs), and business development companies (BDCs) to create growing income streams.