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Fee Only Financial Planning, Investments & Tax in Alpharetta GA2021-11-27T20:34:19+00:00
The Advisory Firm - Retirees

THE ADVISORY FIRM – FEE ONLY FINANCIAL PLANNING

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.

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

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Financial Planning

Financial Planning is about designing your strategy and educating you on what needs to be done to accomplish your goals.

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Investment Management

The Advisory Firm acts in the best interest of our clients at all times as a fee only fiduciary, building personalized financial strategies for each client.

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“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 act as your Personal Financial Officer / Wealth Manager to help answer your questions and design a plan for you to reach your goals.

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Pre-Retirement Survival Guide

Questions about Retirement?

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

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The Advisory Firm - Personalized

Personalized strategies for each client, responsive to change and monitored weekly.

Personalized strategies for each client, 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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CERTIFIED FINANCIAL PLANNER
CFA Institute Member
IRS Enrolled Agent
Chartered Market Technician
Registered Investment Advisor
James Daniel
James Daniel
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.

MyVizer is a phone based account aggregation app used by wealth managers and financial planners to help their clients monitor all of their financial accounts and cashflow.

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