Partner
About Upchurch & Corn Advisors
We are dedicated to providing investment management and strategic wealth planning to what is specific to you and your situation. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide personalized opinions that are designed to pursue long term investment results.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
Services
Financial Planning
- Strategy Planning
- Review and Support
- Insurance Planning
Corporate Planning
- Coming soon
- Coming soon
- Coming soon
Estate Planning
- Will education
- Creating Powers of Attorney
- Choosing executors
- Designating beneficiaries
- Estate protection
- Distribute your legacy
Asset Management
- Building your portfolio
- Measuring performance
- Managing risk
- Reviewing, reporting, recommending changes