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                                                                    Welcome to Insurian Advisory!

                                                                    We are fee-based only Financial Planners and Investment Advisors.

                                                                    Before we make strategically suitable financial recommendations, we take
                                                                    a holistic approach to your financial life and evaluate such areas as: Income
                                                                    and Cash Flow Management Planning; Debt Management Planning; Commercial
                                                                    & Residential Mortgage Planning; College Funding Planning; Succession Planning;
                                                                    Asset Allocation Planning; Funds Selection Planning; Retirement Planning; Group
                                                                    and Personal Benefits Planning; Commercial & Personal Insurance Planning;
                                                                    Legacy/Estate Planning*; and Tax Planning*.
. Copyright 2008 - Insurian Advisory is a “Registered Investment Advisory” firm with the Securities & Business Regulation Office of the State of GA. A Financial Fiduciary.
.* Legacy/Estate Planning & Tax Planning are processes that generally require the additional, separate, but coordinated services of attorneys and CPAs. Insurian Advisory is neither a legal nor a CPA firm.
. A full disclosure of our business practices are submitted to the client upon request, or whenever we engage the client in the form of the ADV PART II Brochure.
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