About Us
Jeffrey Lysaught, CFP® and Ronald Floyd are true pioneers of independent financial planning services. Both completed the rigorous requirements needed to obtain CERTIFIED FINANCIAL PLANNER (CFP) designations well over two decades ago. According to the College of Financial Planning there were just 1,120 CFPs in the country at that time. In 2008, Ron Floyd joined Jeff Lysaught’s staff at United Capital, formerly The Hunter Group, which Jeff founded in 1986. They recall their mission then and it stands today: to provide full service, independent and personalized wealth management incorporating retirement planning, tax strategies, estate planning, charitable gifting as well as investment strategies. Their advice is objective and independent of any proprietary products and personalized so that no two plans are exactly alike. They work with clients to design a personal financial strategy around the client’s unique life goals.
Other special features of our United Capital office are: On site staff of three CFP® practitioners, one CFA® and four veteran support personnel ensure that client’s needs come first and a second generation of clients coming on board who have seen the many benefits of United Capital's personalized care.
Together they have furthered their commitment to private wealth management by making a very strategic move and joining forces with United Capital Financial Advisers (United Capital). By aligning themselves with United Capital and associated specialists they have expanded resources to deliver a powerful combination of local knowledge and nationwide expertise. As one of many nation wide United Capital offices, they are thrilled to have additional "manpower" to help their clients take control of their financial lives.