Pouncy Financial's Mission Statement:  With the heart of a teacher, we provide clear guidance and personalized strategies that encourage you to leave normal behind and guide you to the future you are hoping for. 

 

                                    

 

OUR STRATEGIES

Following Dave Ramsey's investment philosophy, our strategies are designed for you to understand & to feel confident in your portfolio.

We take a disciplined approach to selecting investments and building world-class portfolios, while staying true to our principles. Our team actively manages these strategies, seeking opportunities and making adjustments as needed.

 

 

INDEPENDENCE

We value independence and never want to be forced to recommend a proprietary product or service. That's why we have partnered with LPL Financial, LLC, one of the nation's largest independent Broker/Dealers and Registered Investment Advisors. Through our partnership with LPL, we have the freedom and independence to offer you the products that we determine make the most sense for your situation.

 

 

FULL SERVICE

We offer a range of services to meet your needs. Our flexible investment options include Fiduciary-style managed accounts, commission-only products, and comprehensive financial planning. We can also assist you with your term life and long term care insurance needs.

 

 

LIFELONG LEARNERS

Though we are independent, we continuously collaborate with each other, with our greater back-office team, and with other financial advisors nationwide to stay ahead in our evolving industry.

We share innovative solutions, new products, and insights, ensuring that no one has to be an expert in everything. This teamwork allows us to help clients with any unique situation.

 

 

LIVING THE BABY STEPS

Our advisors don't just talk about Dave Ramsey's principles – we live them.

We've been where you are, learned the lessons, and now we get to help others do the same—following the same Baby Steps that changed our own lives.