In an effort to meet the financial needs of our clients, Larry Baumwald Insurance Agency, Inc. offers complete financial planning services and products. Dustin Rector is a CERTIFIED FINANCIAL PLANNER™ practioner in Athens, GA working with individuals, families, and businesses to help establish and obtain financial goals.
Dustin Rector, CFP ®, believes in the value of relationships and takes the time to educate and teach clients as opposed to simply selling products. No financial product or plan will benefit anyone unless they have a basic understanding of the financial planning process.
Dustin Rector, CFP ®, offers comprehensive financial planning including:
- Cash Flow Management/Budgeting
- Education Planning
- Retirement Planning
- Investment Planning
- Risk Management and Insurance Planning
- Tax Planning
- Estate Planning
Give Dustin a call at 706-353-8444 or email him dustin@baumwald.com.
Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC