FINANCIAL PLANNING is more than investing, its about identifying what you want in life, and then building the financial architecture, investment and tax strategies to make it all happen. We do this in a personalized approach, with no product selling. We offer Full Wealth Management Relationships (planning, investments and tax prep) and stand alone Financial Planning engagements. You choose based on the help you are looking for.
Financial Strategist vs. Financial Product Salesperson
….who’s advising you?
15 Years helping Atlanta residents retire!
Whether in your prime career, nearing retirement or already in retirement, we are happy to discuss how building a financial plan can benefit you. Our fee structure for planning, investment and tax services is transparent and detailed here.
To learn more about our Atlanta fee-only financial Planning, Investment and Tax services CONTACT US or call directly to setup your complimentary consultation:
EXPERIENCE AND QUALIFICATIONS MATTER
CERTIFIED FINANCIAL PLANNER – CHARTERED FINANCIAL ANALYST- CHARTERED MARKET TECHNICIAN – ENROLLED AGENT