Our compensation is directly related to the services we provide and to the assets under our supervision. This simplicity in structure affirms our role as a fiduciary advisor, an advisor that has a requirement to act in your best interest.
For this fee, in addition to directing and monitoring the accounts, we also perform financial planning elements including data gathering meetings, determining your purpose and targets, building the framework for our recommendations, future income planning and ongoing education on a variety of investment and financial topics.
At your request, we will also provide coordination between CPA’s, attorneys and other professionals.
We are available for phone calls and additional meetings as you would consider necessary. Regular communication is important to us as we continue monitoring your progress toward your goals.
Scottie Clark 386 Mobile St Saltillo Ms, 38866 (662) 869-7062
Mike Ellis 101 Wheeler DR Fulton Ms, 38843 (662)871-8461
Securities offered through FIRST HEARTLAND CAPITAL, Inc.
Member FINRA/SIPC. Advisory services offered through First Heartland Consultants, Inc. The Covenant Financial Group of Saltillo is not affiliated with FIRST HEARTLAND CAPITAL, Inc.
This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.