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Our Process

Our Process

Our financial planning process is founded in getting to know your needs and goals. This allows us to focus on your life goals as opposed to what the market is doing on any given day, reducing risk and achieving a long-term plan.

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Your Portfolio

Your Portfolio

Asset allocation is the tool we use to manage systematic risk because different categories of investments respond to changing economic and political conditions in different ways. By including different asset classes in your portfolio, you increase the probability that some of your investments will provide satisfactory returns even if others are flat or losing value.

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Cultivated For You

TrueWealth Isn't Your Average Firm

While clients have a trusted advisor and point-person engaging with them each step of the way, they’re backed by a full team of involved professionals. As a result, clients gain the ability to leverage a team with diverse skillsets and life stages along with the potential stability that accompanies such a well-rounded firm.

In addition to leveraging a collaborative team, our clients benefit from a host of tools and technology that provide a seamless process for not only educating but developing a plan of action to achieve their life goals.

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Areas of Practice

What Can We Do For You?

Tax favored retirement planning for owners of small to mid-sized businesses represents one of the most important avenues available for tax savings and wealth accumulation.

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We create Financial Plans that analyze interactions between the three key components to a successful retirement: income, spending, and savings – together defining the rate of return your savings need to generate.

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Tax management and risk protection can impact your financial plan. We work with you to ensure that nothing is overlooked.

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As a Registered Investment Advisor (RIA), we serve as Professional Asset Managers to meet our clients’ goals.

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We can design a portfolio that aligns with your personal values without sacrificing long-term performance.

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Helpful Content

BIRMINGHAM
2000 SouthLake Park, Suite 200
Birmingham, AL 35242
- Paul B. Marks, CFP® CRPS®
- Daniel Jones, CFP® CRPC®
- Jason Sims
- David Fleming

HUNTSVILLE
2707 Artie Street SW, Suite 12
Huntsville, AL 35805
- Ken Askew, CFP®, CKA®, CIC
- Gary L. Ely, CFP®

GREENVILLE
500 East Commerce Street
Greenville, AL 36037
- Ronald Paulk
- Brian Paulk

MONTGOMERY
1713 Taliaferro Trail
Montgomery, AL 36117
- Paul B. Marks, CFP® CRPS®
- Jason Sims
- Stephen Sievers, CPA

MONTGOMERY
5310 Atlanta Highway
Montgomery, AL 36109
- Ronald Paulk
- Brian Paulk

TRUSSVILLE
198 Main Street, Suite 100
Trussville, AL 35173
- Freddy Williamson

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Retiring the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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<p>How Does Your Credit Score Compare?</p>

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.