Legacy You Can’t Put a Price On

Why the best investments aren’t always measured in dollars

Last Thursday, I packed up the family for a quick overnight trip to Atlanta to watch the Braves take on the Mets. It wasn’t a long trip, but it was a big investment—in memories, in fun, and in time together.

Growing up, I remember watching the Braves on TBS. Dale Murphy and the crew were larger than life on that screen. Later, it was Smoltz, Glavine, Maddux—legends to so many of us. But as a kid, I never had the opportunity to see them live the way my kids do now, summer after summer.

That’s what legacy is all about.

Wealth with a Purpose

At Tanner Wealth, we believe true wealth isn’t just measured in numbers. It’s measured in freedom—the freedom to create experiences that shape your family’s story. It’s about working hard, planning wisely, and building the kind of financial margin that could turn dreams into reality.

Because your legacy isn’t just what you leave behind—it’s what you live, right now.

The Return on Experience

That quick trip to Atlanta, staying overnight, catching a ballgame—it wasn’t just about baseball. It was about being present. Sharing laughs. Making memories that outlast the moment.

Money comes and goes. But the memories? They become part of the family story.

Whether it’s:

• A weekend getaway,

• A family vacation,

• Or simple moments around the table,

These are the things that shape our lives and deepen our legacy.

Plan for What Matters Most

Financial planning isn’t just about accumulation—it’s about intention. It’s about creating space for:

• Quality time,

• Meaningful experiences,

• And the kind of life you want your family to remember.

If you’re ready to align your wealth with your life’s true priorities, we’d be honored to walk alongside you.

Because you can’t put a price on legacy. But you can plan for it.

Tanner Wealth- Wealth with Purpose. Legacy with Impact.

By John Tanner, VP | Regional Leader | Wealth Advisor

FI Advisors, Inc.

913 N PATTERSON STVALDOSTA, GA 31601

229-232-8211

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: Not FDIC/NCUSIF insured May lose value Not financial institution guaranteed Not a deposit *Not insured by any federal government agency.