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Fee Only Financial Planner Alpharetta GA – Planning/Investments/Tax – Retirement Expert2023-12-13T14:26:21+00:00
The Advisory Firm - Retirees

THE ADVISORY FIRM – FEE ONLY FIDUCIARY FINANCIAL PLANNING, INVESTMENT MANAGEMENT & TAX

FINANCIAL PLANNING is more than investing, its about identifying what you want in life.

FINANCIAL PLANNING is more than investing, its about identifying what you want in life.

Then building the financial architecture, investment and tax strategies to make it all happen, via a fee only consultative approach with absolutely no product selling.

We specialize in working with those in transition, from moving into Retirement to life changes such as Divorcees & Widows.

Then building the financial architecture, investment and tax strategies to make it all happen.

Financial Planning

Financial Planning is about looking at your complete financial life and then designing your personal strategy around accomplishing your goals.

Investment Management

We manage money differently than other firms, we build ETF portfolios that are actively managed for today’s markets.

“Retirement is wonderful if you have two essentials – much to live on and much to live for.”

“Retirement is wonderful if you have two essentials – much to live on and much to live for.”

We specialize in Retirement Planning, acting as your Personal Financial Officer / Wealth Manager to help answer your questions and design your personal strategy for a comfortable retirement.

Are you ready to Retire?  More importantly are you financially ready to Retire?

We will build you a detailed roadmap to show you what is possible.

Pre-Retirement Survival Guide

Questions about Retirement?

The Pre-Retirement Survival Guide is your must have resource!

The Advisory Firm - Personalized

Tactical Portfolio Management, responsive to change and monitored weekly.

Tactical Portfolio Management, responsive to change and monitored weekly.

Grounded in long term trends, but adjusted for today’s markets. Above all else, risks are managed in each portfolio.

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Questions about how we can help you meet your financial goals? We’re ready to help.

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CERTIFIED FINANCIAL PLANNER
CFA Institute Member
IRS Enrolled Agent
Chartered Market Technician
Registered Investment Advisor
James A. Daniel CFP®, CFA, CMT, EA - NAPFA Registered Financial Advisor
James A. Daniel CFP®, CFA, CMT, EA - NAPFA Registered Financial Advisor
CERTIFIED FINANCIAL PLANNER – CHARTERED FINANCIAL ANALYST- CHARTERED MARKET TECHNICIAN – ENROLLED AGENT

CLIENT FINANCIAL DASHBOARD

Make Your Money Work Harder

Track your progress in building wealth, view Net Worth and monitor Cash Flow.

We custom built the MyVizer account aggregation app so that our clients have access to technology to help better manage their financial life.

MyVizerPro Dashboard
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