As your financial advisory team our role is to assume the responsibility of assisting in managing your wealth and objectively advising you on critical financial matters.  Working with you we will develop a strategy focused exclusively on your situation, goals, and feelings.

We are fully committed to keeping you informed and involved in the wealth management process.  We pledge to provide you with experienced financial advice, supported by our team and our systems to consistently fulfill that promise.

Mission Statement: To inspire our clients in making informed financial decisions through education, communication and service that exceeds expectations.

Value Proposition: We build long term relationships with select clients inspiring them to discover that their financial goals are only a plan away.







MassMutual refers to Massachusetts Mutual Life Insurance.Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance agencies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Keith Hallman is a Registered Representative of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC ( and a MassMutual subsidiary. 3720 DaVinci Court, Suite 150, Peachtree Corners, GA 30092. 404-255-0118.