Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Clients: Their Goals and Concerns
    • Blog
  • Our Process
  • Our Services
    • Financial Planning
    • Legacy Distribution
    • Portfolio Construction
  • Contact
  • AccountView
  • beach waves

Blog

David Upchurch | Mar 14, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
David Upchurch | Mar 14, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
David Upchurch | Mar 14, 2023

Annuities and Retirement Planning

Annuity
Retirement
The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to
Read More

How can we help?

Find out how we can help you pursue your financial freedom.

CONTACT US NOW

QUICK LINKS
Disclosures
Form CRS
ADV 2A
Privacy Policy
WRAP Brochure

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Advisor Websites is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Copyright 2025 Advisor Websites

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Headland Capital, LLC., a registered investment advisor and separate entity from LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent of IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

 

Headland Capital is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Headland Capital by the SEC nor does it indicate that Headland Capital has attained a particular level of skill or ability.

 

Neither LPL nor its representatives provide legal, tax, or accounting advice. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

© 2025 Upchurch & Corn Advisors. All rights reserved.