The FIRM was established in 2008 by managing partner Brian Hayden, who began his career in financial services at another insurance firm while studying at Ole Miss. He quickly learned the importance of hands-on attention to his clients, and today, “because I said I would” has become the bedrock value of his practice and professional vision.
This passion for integrity and personal accountability led Hayden to build a team of specialists able to keep its promises and exceed client expectations in knowledge and service. Today, the FIRM is committed to Hayden’s original vision: keeping our word to you and protecting your financial interests by delivering consistently uncompromised service and value.
We are an Oxford, Mississippi-based financial services firm with deep expertise in insurance and risk management planning. While we have an affinity for helping owners of closely held small businesses reach their professional and personal financial planning goals, we also offer risk management and insurance products to Mississippi families in need of expert guidance.
When you work with us, you will be matched with specialists with comprehensive, up-to-date knowledge in areas of interest to you, such as advanced retirement planning or commercial and personal lines of insurance. All of our experts are licensed in all lines of personal insurance, including property/casualty and life/health, so you are ensured qualified guidance in choosing the right coverage for your family or business.
Unlike comparable financial services firms, we never forget that wealth management is a long-term commitment, and the most successful wealth management plan for you is one you fully understand. Thus, we focus on both strategic and tactical efforts while following a proven strategy of engagement to be sure you’re always informed about and in control of the details of your financial strategy. Our careful attention to your needs and preferences guarantees you a stable, yet flexible plan designed to serve your long-term interests.
We never forget our bedrock value of putting your needs first. Your time is valuable, so we strive to eliminate waiting and guesswork through transparent recommendations, on-demand delivery, and open channels of communication. Your meetings with us will be organized around your specific needs and concerns, not our agenda. Our commitment to personal service and our proactive approach to wealth management mean you will always come away from our meetings with one or two actionable ideas. You will also leave with relevant information along with our personal commitment to regularly monitor and review your portfolio to ease any obstacles to your success.
During each client visit, we shape the agenda based on a client’s specific ideas/concerns and then guide them rather than directing them. After implementation, we adhere to a diligent schedule of continued monitoring and review for each client. This review schedule is dictated by each client and their needs. Our in-house monitoring coupled with accountable communications promotes open discussions along the way, and is referred to as “in the trench planning” rather than typical, reactive decisions. In that, we are able to provide counsel throughout any given time period to identify actionable efforts along the way rather than waiting until the dust has settled and missing potential opportunities. This coupled with experience and specialized professional designation attainment (ChFC 2016), we bring forth a broader scope of opportunity rather than coordinating multiple different advisors for each single need. *The American College offers the Chartered Financial Consultant designation upon successful completion of 9 courses specializing in various financial/tax planning topics. Each course requires a minimum passing score, and usually takes advisors anywhere from 3-5 years to complete, which makes this completion the most comprehensive financial designation available.