Tuscaloosa, Alabama • In-person and virtual planning

Financial planning for the life you’re building.

Bring your investments, retirement income, taxes, and family goals into one financial picture. Dr. Lance Hocutt helps individuals, families, and business owners make informed decisions about what comes next.

Let’s Talk About Your Goals Explore how we help

Serving Tuscaloosa, Northport, and clients throughout the Southeast.

What brings you here?

I’m preparing for retirement.

Understand how your savings, Social Security, and other resources could support the retirement you have in mind.

Explore retirement resilience

I want my financial decisions to work together.

Connect investment decisions with your income needs, tax considerations, family priorities, and long-term goals.

Explore wealth management

I’m balancing a business and my future.

Consider your business, personal wealth, and employee retirement plan as parts of a coordinated strategy.

Explore business retirement plans

A specialized planning conversation

Retirement planning for ministers and churches.

A 403(b)(9) church plan is one piece of the picture. Housing, retirement income, investments, and tax considerations also deserve attention. We help ministers, church employees, and church leaders connect those decisions.

Explore church and minister planning

Experience. Education. A personal relationship.

Since entering financial services in 1997, Dr. Lance has helped people navigate important financial decisions. His approach combines professional experience, advanced education, and an ongoing relationship built around listening and communication.

Meet Dr. Lance

Start with a conversation.

Tell us what you’re working toward and what concerns you. We’ll discuss your priorities, explain how we work, and help you decide whether our services fit your needs.

Let’s Talk Contact our office

Prefer to start with a question? Read our financial planning FAQs. Need a virtual relationship? Explore Virtual Family Wealth.