Inspired Wealth Planning

Cordele

The Cordele office brings over four decades of financial guidance to individuals and families across South Georgia.

What We Do

  • Retirement Planning
  • Investment Strategy Development 
  • Estate & Legacy Planning 
  • Social Security & Medicare Planning 
  • Financial Education & Coaching

Our Approach

Our team takes a structured approach to developing investment strategies, retirement plans, and estate considerations. Through education and professional insight, we help clients make informed financial decisions that support their long-term objectives.

The Inspired Retirement Transition Process


Accumulation is easy:

  • Live within your means
  • Save from every paycheck
  • Get invested – stay invested
  • Don’t make any emotional decisions

Distribution is hard:

  • Different tools and techniques
  • Portfolio allocation, taxes, wealth transfer
  • Distribution strategy – can I make it last?
  • Professional navigator to guide you on the journey

Who We Help

Business owners and professionals seeking financial planning support.

Individuals preparing for or navigating retirement.

Families planning for asset management and legacy considerations.

Our “Inspired” Lanes of Focus

We plan the route – you enjoy the ride!

Investment Planning

  • Portfolio management for retirement and non-qualified accounts.
  • Time and risk-based portfolio strategies.

Financial Planning

  • Goals-based planning along with “what if” scenarios.

Retirement Readiness and Distribution Planning

  • Social security and Medicare strategies.
  • Income planning for: RMD’s, lifetime income, tax minimization, and withdrawal strategies.
  • Tax-efficient legacy estate transfer.

The Cordele Team

2023

Forbes Best-in-State
Wealth Advisors

Ricky Smith

2022

Forbes Best-in-State
Wealth Advisors

Ricky Smith

Get in Touch

Being part of a community means having a team that has your back – ensuring consistency of service and experience for generations to come.

Location

2021 Central Avenue Ext

Cordele, GA 31015

Phone Number

229-946-4004

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