Financial Planning is the process of working with an Advisor to define your financial goals in life and developing a plan to achieve them. The planning process covers Net Worth, Cash Flow, Insurance, Tax, Investment, Retirement and Estate.
No, not with us. While that may be the case for many planning / wealth management firms, we offer planning relationships without requiring any investable assets. While we do offer investment management and tax preparation as well, each client gets to choose what services they want and how we work together.
Absolutely, We work with mid career professionals, business owners and families in all stages of life. Our specialty has been those in transition, but our planning and investment approach can benefit individuals in all stages of life. With our approach of incorporating tax planning/prep into the financial planning/investment relationship we find it offers a unique element that few wealth management practices offer.
12600 Deerfield Parkway Ste 100
Alpharetta, GA 30004
Please Note: Investing involves risk of loss. There are no guarantees regarding returns.
The Advisory Firm, LLC is an Alpharetta Georgia based fee-only Financial Planning Practice serving clients throughout metro Atlanta and North Georgia
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.