Our Services and Qualifications

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services*:

  • Retirement Income Planning
  • Tax management 
  • Investment management*
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products
  • Real Estate
  • Non-Correlated Investments
  • Commodities

Cubby Bice graduated with honors with a 4 year degree from Eastern Washington University in Business Management.  He also graduated with honors from Georgia State University with an MBA in finance.  Additionally, he received the following designations from the College for Financial Planning:  Accredited Asset Management Specialist and Chartered Retirement Planning Counselor.

Cubby began his career with Paine Webber in 1999.  After the Paine Webber / UBS merger he moved to A.G. Edwards for two years.  He then moved to the independent side of the business where there would be no conflicts of interest between his recommendations and his parent company.

Cubby has been working with families and small businesses for over 18 years.  He also works inside of an accounting firm which gives him access to the advice of CPAs as he is developing financial plans.  As a result of this unique ability to couple the tax picture with the financial picture, it is his belief that the plans he generates are more comprehensive and holistic than they might otherwise be.

He volunteers his time coaching baseball, basketball, and football for local youth programs.  He enjoys being active and participates in various mud obstacle runs throughout the year.  He and his wife, Brooke, reside in Mooresville with their 3 children, Brock, Jordyn, and Bailey.