PlanMember Securities

HistoryIn 2001, Charlie Auerbach founded Wealth Strategies Group, Inc. as a full-service financial planning firm dedicated to providing successful executive, professional, and business owner clients with impartial advice and targeted strategies. As an independent financial advisor registered with LPL Financial, Charlie is deeply committed to ethically guiding his clients through the maze of long-term investing and financial planning. Forty years of experience in accounting, tax compliance, and financial services have given him valuable insight into the challenges faced by higher net worth individuals and families.SpecialtiesWealth Strategies Group is a privately owned financial planning firm focused on helping discerning investors who value impartial advice, targeted strategies, and extraordinary access to today's vast market of financial products and services. From wealth building to retirement income, estate and legacy planning, we're confident we can help clients overcome the anxiety and challenges imposed by taxes, inflation, and even longevity. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Advantage Investment Management (AIM), a registered investment advisor. Advantage Investment Management (AIM) and Wealth Strategies Group, Inc. are separate entities from LPL Financial.

Kilburn Group is a Jackson Tennessee-based insurance agency with 13 plus years of experience. We offer health insurance to business groups and individual families throughout the state of Tennessee. We represent top rated insurance companies. Our goal is to provide quick and efficient personal service to all of our clients. We can obtain quotes for group or individual plans on the same day you request them. With our many years experience we can design the most cost effective plans for you or your business

Stonebridge Investment Advisors was established when Phil Bryant and Kim Melton teamed up to help people improve their lives through practical and well-reasoned financial guidance. Being an independent practice was very important, so our commitment to our clients would be at the forefront. Today, we are proud of that independence and the flexibility it provides to us to do what is in the best interest of our clients and offer the products appropriate to their needs. We have access to thousands of financial resources - mutual funds, stocks, bonds, money market accounts, private money management firms and numerous quality insurance products.