Plan with Confidence

We have an intentional purpose to help you in many areas of financial planning as a resource and a friend. We will guide you in areas that include retirement planning, tax risk planning, social security, medicare, estate and legacy planning. 

David resides in McCarley, MS with his wife, Lou Corley O'Bryan. Being retired and having spent over three decades with a local EPA, his extensive background with accounting and recent personal family planning have led David down some extensive roads to learn and understand more about the planning stages. His goal is to help individuals, families and business understand more about the many areas of impact in financial planning. His in down time, he enjoys all things Ole Miss, being outside and spending time with family. David can be reached directly at the office number below or via email at david@frpartners.org

Michael and his wife Regina reside in Winona, MS. Michael, like David, has gone through personal experiences that have allowed him to learn and serve better. Finding and helping people in areas of retirement alongside being fluent in the pre-retirement and retirement stages with an emphasis in the health care side allow Michael to truly understand how to help each person he meets. Michael can be reached at the office or via email at michael@frpartners.org