Financial Advisor Serving Hazlehurst, GA
Keep the Farm (and the Wealth) in the Family.
We provide Fee-Only financial planning for Jeff Davis County families. From the timber tracts to the manufacturing floor, we help you build a plan that lasts as long as your land.
Financial Planning for the "Pine Tree Capital"
Your wealth is in the soil. We help you manage it.
Hazlehurst isn't just a dot on the map; it's a hub for forestry and agriculture. But whether you are managing acreage near the Altamaha or running a crew for one of the major timber companies, your financial needs are different than the average investor.
We specialize in Farm Succession Planning in Jeff Davis County. We help local families answer the tough questions:
Timber Revenue: How do you manage the irregular cash flow of timber harvests so you have income every year, not just every 15 years?
Land Transfer: How do you pass the land to the child who wants to farm it, without cheating the child who moved to the city?
Equipment & Capital: We help you plan for the big purchases—like upgrading your fleet—without wrecking your liquidity.
Small Business Exit Strategy in Hazlehurst
You built the business. Now let’s build your retirement.
Jeff Davis County is home to a thriving industrial sector, from pallet manufacturing to die-cutting. But for many business owners, the "exit door" is hard to find.
Most of your net worth may be tied up in your machinery and inventory. At Wellspring Financial, we act as your Fiduciary Financial Planner, helping you design an exit strategy that extracts that value for your retirement.
Valuation: Understanding what your business is truly worth to a buyer.
Tax Efficiency: Structuring the sale to keep more profit in your pocket.
Life After Work: Creating a "paycheck" from your investments that replaces the draw you used to take from the business.
A Fiduciary Standard. A Local Neighbor.
You shouldn't have to drive to Savannah or Macon to find a Fiduciary Financial Planner near you. We offer Hazlehurst families a "Fee-Only" alternative to the commission-based salespeople often found at banks and insurance offices.
We Are Fee-Only
We never sell products. We sell advice.
We Are Fiduciaries
We are legally required to place your interest ahead of our own.
We Are Local
We understand the cycles of the blueberry harvest and the timber market because we live here, too.
High-Level Planning, Just Down the Road.
Wellspring Financial is located in Alma, just a 30-minute drive down US-23 from Hazelhurst. Worth the short drive for peace of mind.
We serve clients across Jeff Davis County who want privacy and objective advice.
In-Person: Our Alma office is a short, easy drive.
On-Site: For our timber and farm clients, Tyler is happy to come to you to walk the land and understand your operation firsthand.
Virtual: We offer secure Google Meet planning for busy business owners.
Protect What You’ve Built.
Don't let taxes or family conflict erode a lifetime of hard work. Let’s build a fortress around your family’s future.