Start With a Conversation
Let’s Talk About Your Financial Future
Bring your questions about retirement, investments, your business, or your family’s financial future. We’ll start with what matters most to you.
Meet with Dr. Lance Hocutt in Tuscaloosa, Alabama, or through a virtual meeting where our services are available.
What would you like to discuss?
- Whether you are on track for retirement.
- Turning savings and investments into retirement income.
- Reviewing your investment approach or seeking a second opinion.
- Connecting business decisions with your personal financial goals.
- Planning for your family or a major life change.
- Retirement-plan questions for your organization or ministry.
You do not need every answer before we meet. Start with your concerns and the decisions you are facing.
What happens in our first conversation?
I listen to your priorities and learn about your current financial situation. We discuss what you want help with and whether our services fit your needs.
Before you decide to move forward, we explain the proposed services, applicable fees, and how the relationship would work.
What should I bring?
Bring your main questions and a general picture of your goals and finances. If additional statements or documents are needed, we will explain how to share them through an appropriate secure method.
Please use the document-sharing method we provide for sensitive financial information.
Meet in person or virtually.
Our office is in Tuscaloosa. Virtual meetings can make it easier to connect from home or work and include family members when appropriate.
If you live elsewhere, contact us to confirm that the services you need are available in your location.
Choose a time to connect.
Use the scheduling link to select an available appointment. If you would rather contact our office first, use the contact page.
Schedule a Conversation Contact Our Office
Services and fees depend on the agreed scope of the relationship and availability in your location. Investing involves risk, including possible loss of principal. Tax and legal matters should be addressed with qualified professionals.
