The Most Important Things
in Life are Hardly Ever Urgent

Empowering clients with knowledge and ideas to build,
protect & preserve their wealth

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About Our Firm

For most of us, life is busier than ever. It can often feel as though we don't have enough time to get everything done. Consequently, we tend to spend our time on the most urgent issues in our lives, leaving our long-term planning for later. The most important things in life are hardly ever urgent.

Our Mission is to assist our clients in establishing ‘crystal clear’ goals and objectives, and provide solutions to help them achieve their financial dreams. We empower our clients with knowledge and ideas on ways to maximize their financial wealth.

The success of our long-term client relationships is attributed to continuous open communication and trust. Our resources, integrity, and commitment provide families and businesses with safety, security, and ultimately peace of mind.

Clarity

We simplify complex financial concepts and give you a clear understanding of where you are compared to where you want to be. Then we show you what you need to do to get there.

Purpose

We never serve you reactively or thoughtlessly. We consider your best interest and execute every conversation, meeting, and task with thoughtful, intentional care.

Direction

We become your financial guide, and our job is to make sure you’re on the right path. We’re here to answer questions, offer advice, and keep you accountable as you pursue your goals.

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Serving Clients Nationwide

With offices in California and Tennessee, we serve clients throughout the country both in-person and virtually.

Disclosure

Clay Blanton (CA Insurance License #0D39729), Fred Rich (CA Insurance License #0E38994) and Derrick Linman (CA Insurance License #0K68575) are agents of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of CA. No insurance business may be conducted outside of the state referenced.

Clay Blanton and Fred Rich are Financial Advisors offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the state of CA. As such, these services are strictly intended for individuals residing in the state referenced.

Clay Blanton, Fred Rich and Derrick Linman are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Eagle Strategies and NYLIFE Securities are New York Life companies. Falcon Financial & Insurance Solutions, Inc. (CA Insurance License #0L13840) is not owned or operated by New York Life, NYLIFE Securities, Eagle Strategies or any of their affiliates.

Neither New York Life nor Falcon Financial & Insurance Solutions, Inc. or any of their representatives provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals regarding your particular situation.

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